Timothy Costanza

Co-manager of a real-estate development partnership. Currently oversee a condo conversion project in Brookline Massachusetts. Responsibilities include contract negotiation, accounting, and property management. Position requires the ability to work with contractors, engineers, architects, building inspectors, attorneys, and real estate agents among others.

Responsible for developing and maintaining our relationships with mutual fund business partners. Duties include implementing national sales strategies, facilitating legal agreements, and keeping regular communication with our sales and marketing teams. The position requires proven sales experience, strong negotiation and analytical skills, extensive knowledge of investment products, and the ability to effectively communicate with both internal and external clients.

Worked simultaneously with two external wholesalers covering the wire house, independent planner, and bank channels. Responsible for selling open-end mutual funds, closed-end mutual funds, separately managed accounts, and 529 college savings plans.

Prospected new relationships with financial advisors based in the western United States. Responsible for selling open-end mutual funds, closed-end mutual funds, separately managed accounts, and 529 college savings plans.

Educated financial advisors, shareholders, and plan administrators on our products and internal policies. The position required strong communication skills, the ability to multi-task, and a clear understanding of government and industry regulations relating to open-end and closed end-mutual funds.

Entered Data into a sales program that allowed registered representatives to sell new types of annuity contracts. Developed a system that streamlined the data entry process of these contracts and as a result, continued to work for the department on a request basis until 10/03.

Minor in Psychology