Carlos Questell - email@example.com (c) 646-541-7376
Accomplished business development professional with 15 years’ experience in global equity, delivering the product knowledge and cultural understanding to expand an organization’s international operations. Superior account-management skills, with the proven ability to access and cultivate professional relationships with elusive clients, read and react to clients’ unique needs, and successfully navigate volatile people and situations.
Expertise in marketing international investment opportunities by bringing together C-level executives and investors for presentations, information sharing, and relationship building. Particularly effective in condensing extensive market analyses into easily digestible formats that facilitate favorable client responses.
Bilingual, with broad international experience throughout Europe, Latin America, Asia, and emerging markets, including living and working in Madrid and Brussels.
Series 7, 63 & 66 Licensed
MainFirst Bank AG, New York, NY 2013-2016
DIRECTOR, INSTITUTIONAL EUROPEAN EQUITY SALES
Hired to expand the geographical coverage of the European Equity Sales Desk into Canada, building a profitable franchise in both Toronto and Montreal.
➢ Held a key role on a team of seven Equity Sales professionals in the United States that produced in excess of $10M in equity business.
➢ Managed the creation of the company’s U.S. corporate pitch book.
➢ Road showed C-level Executives of publicly traded European companies to market their investment strategies to Canadian Institutions. Corporates included Adecco, Autogrill, Banca Generali, Deutsche Post, EFG International, Evonik, Fielmann, Hugo Boss, Inficon, Julius Bauer, Kuoni, Kuhne and Nagel, Leonteq, Lonza, Neopost, Porsche, Sonova and ThyssenKrupp.
➢ Opened and serviced accounts with 1832 Asset Management, Black Creek Investments, CI Mutual, Hexavest, Mackenzie Financial, Ontario Teachers Pension and Templeton Global Investments.
➢ Institutional Accounts Covered: Cambridge, CDP, CN Investments, CPP, Fiera Capital, Global Alpha, Industrial Alliance, Jarislowsky Fraser, Manulife, PSP, Radin Capital and TD Asset Management.
Alliance Bernstein, New York, NY 2012-2013
WEALTH ADVISOR, BERNSTEIN GLOBAL WEALTH MANAGEMENT
Wealth Advisor responsible for providing investment and wealth planning advice to individuals and families and their trusts, estates, foundations, endowments and pension plans. Provided counsel to clients and their professional advisors on a variety of matters, including tax and estate planning, multigenerational asset allocation, individual and corporate retirement planning, and the sale of closely held businesses.
➢ Completed Bernstein’s intensive Wealth Management Training Program
➢ Series 66 Licensed
HSBC Securities Inc., New York, NY 2009-2012
SENIOR VICE PRESIDENT, INTERNATIONAL EQUITY SALES
Played an integral role on the team that managed a portfolio of U.S. institutional accounts investing in Latin America, Europe, Asia, and emerging markets, producing more than $6M in International Equity business. Serviced existing accounts for Templeton Global, Franklin Mutual, Franklin Templeton, Global Thematic, Fidelity and Gryphon.
➢ Catapulted Templeton’s Global Equity Vote for HSBC from #66 to #12 in less than one year.
➢ Held a pivotal role in HSBC’S breaking into the top 10 ranking of Extel’s International Equity vote in 2010.
➢ Traveled with research analysts and C-level leadership of publicly held European companies to market their investment strategies to U.S. companies, including Volkswagen, Diageo, Deutsche Telekom, Deutsche Post, ArcelorMittal, France Telecom, Adidas, Brookfield, WP, Aqua America, Aareal Bank, Vivendi and Vestas.
➢ Awarded Team Captain status on Franklin Resources Accounts including Templeton Global, Franklin Mutual and Franklin Templeton.
➢ Recognized as the top-ranked salesperson at HSBC for Principal Global and William Blair.
➢ Opened and serviced accounts with McKinley Capital, Hansberger Global, Mercator Asset, Everest Capital, CDP, Ontario Teachers, Picton Mahoney, CI Mutual, RBC Asset and PIMCO.
Execution LLC, Greenwich, CT 2007-2009
VICE PRESIDENT, EUROPEAN EQUITY SALES
Recruited to expand the geographical coverage of the European Equity Sales Desk into the United States, building the U.S. operations from the ground up.
➢ Held a key role on a team of five Equity Sales professionals in the United States that produced in excess of $14M in equity business, which subsequently led to the company’s purchase by Banco Espirito Santo.
➢ Developed and leveraged strong personal relationships with institutional investors via pitching investment ideas.
➢ Traveled with research analysts and C-level leadership of publicly held European companies to market their investment strategies to U.S. companies.
➢ Assisted with the creation of the company’s U.S. corporate pitch book.
➢ Opened and serviced accounts with Jana Partners and TPG-AXON in New York, Templeton and Hansberger in Florida, and several of the largest Pension Funds in Canada.
Exane/BNP Paribas, New York, NY 2005-2007
VICE PRESIDENT, EUROPEAN EQUITY SALES
Leveraged strong personal relationships with institutional money managers, research analysts, capital markets associates, and traders to drive incremental revenue opportunities as an integral member of the team that managed a portfolio of accounts with $25M+ in commissions.
➢ Traveled with research analysts and C-level leadership of publicly held European companies to market their investment strategies to U.S. companies including LVMH, Veolia Environment, BNP Paribas, Bouygues, Cap Gemini, The Dassault Group, Hermes, Iliad and Saint-Gobain.
➢ Outperformed peers financially in a highly stressful post-merger environment; subsequently recruited by Execution LLC for the opening of their U.S. operations.
Credit Suisse First Boston, New York, NY 2000-2005
ASSOCIATE, EUROPEAN EQUITY SALES
Developed strong professional relationships with institutional buy-side clients throughout the U.S. and Canada, working on all aspects of client service including research, stock recommendations, & general servicing.
➢ Recognized in the top 10% of Associates based on product knowledge, client service, strategic thinking, and teamwork sales; subsequently given accounts after only six months of a two-year rotational program during one of the most competitive environments in Wall Street history.
➢ Chosen to head the Summer Analyst Intern Program on the Institutional Sales Desk, matching interns to specific projects in innovative ways that were widely cited by Managing Directors.
➢ Promoted to a Junior Salesman and given sole responsibility for Institutional Accounts situated in the Canadian Region, the Midwest as well as the southeast corridor of the United States.
Cornell University, Johnson School of Management, New York, NY
EXECUTIVE MBA; BUSINESS MANAGEMENT - 2012
Columbia University, Columbia College, New York, NY
BACHELOR OF ARTS; INTERNATIONAL POLITICS – 1998
TEAM IN TRAINING MENTOR (Largest nonprofit organization that raises money for Leukemia and Lymphoma research via endurance sports including marathons, half-marathons, and triathlons) - www.teamintraining.org
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