Gareth da Cunha, MBA

V2 Markets is building the next-generation venture marketplace that facilitates primary deal flow, secondary trading, and beyond. Effortlessly track and manage your venture portfolio with V2. With real-time pricing, market trends insights, popular company information, and sector analysis, V2 Markets can be the go-to resource for venture capital participants and venture backed companies.

Provide growth and market insights to clients ranging from sales training, market analysis, risk management, leadership strategies, investment management, sales leadership, etc.

Manage a team of (12+) Business Development Representatives (in office and remote) to hit organizational top line growth targets, efficiency metrics, output volume, etc. Overhauled sales funnel operations and lead distribution using HubSpot automation to increase efficiency and yield of effort. Resulting in a 3.2x increase in sales efficiency over six months. Restructure performance incentive to directly tie performance based compensation to business performance needs preventing gamification and increasing total profitability of the team by 30%. Develop and mentor direct reports to build their skills and advance their careers resulting in three quarters of my team being promoted to more impactful roles. Diagnosed the need, developed and implemented, art investment product and financial market training program that was implemented department wide (30+ participants) including financial markets literacy, art market literacy, sales skills and FINRA licensing exams. Execute strategic decisions around hiring, firing, performance plans and other HR related management tasks. Manage vendor shopping, price negotiation, dev integration and usage case comparisons. Spearhead two new business creation initiatives around how best to increase sales growth with institutional investor clients as well as increase existing customer lifetime value.

Generated sales and develop top line growth to the firm by handling 24+ scheduled calls per day. Originated and presented a training curriculum to peers and superiors around asset allocation, art investing, alternative investments, portfolio modeling, sales skills and financial fundamentals. Excelled and was moved up to the top tier of sales team handling the most high value leads where I sold to the largest clients and presented the most sophisticated products. Initiated and implemented a mentorship program partnering new hires with senior salesmen to accelerate their learning and improve team performance. Standardized and distributed best practices and a ‘pitch tool kit’ for how to handle objections in the most effective way, improving team performance and accelerating onboarding.

Managed, retained and grew a book of clients in a financial advice role, including prospecting new clients, consolidating outside assets, positioning managed portfolios, building financial plans and conducting regular portfolio reviews. Achieved top branch producer, averaging $28M in net growth of assets under management/year. Specialized in large accounts owned 6 of the branches top 10 relationships between $10-54M. Educated clients on the value of managed portfolios and building goal-oriented retirement/investment plans that focus on the client’s holistic long-term goals. Prospected clients and be the face of the company within a territory by organizing and presenting monthly seminars focused on education-based sales and corporate compensation. Coached new Financial Consultants on how to position, sell and build managed portfolios. Led the branch in positioning and closing most of the largest accounts with the most sophisticated portfolio offerings and leading from the rear to encourage peers to close larger and more sophisticated relationships.

Monetized and cultivated relationships with Financial Advisers in Ohio and Arizona in RIA and BD channels. Educated advisors on the intricacies, risks, benefits and positioning of IOVA, VA, fixed & indexed annuities. Presented to Financial Advisors the value of annuities in a client’s overall allocation, positioning it in tandem with other low volatility assets like bonds along with other tax efficient vehicles like ROTH and traditional IRAs. Coached Financial Advisors on how to present annuities to clients, overcome objections, manage client expectations and explain riders and benefits like, death benefits, income riders, terminal illness benefits, extended care riders, etc. Worked shoulder to shoulder with external partners to drive toward strategic goals and manage day to day tactics like prospecting, damage control and relationship management. Maintained top 5 (out of 60+) performance while in Northern Ohio Independent territory in terms of both percentage of goal and total tonnage.

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Developed and fostered sales and consultative relationships with Raymond James Financial Advisers in the Northeastern US. Managed and prioritized outbound call campaigns for new asset managers, new products, corporate events, product changes, updates, etc. Coached Financial Advisers on how to present managed products, overcome objections, manage client expectations and explain financial concepts like alpha, beta, Sharpe ratio, Treynor ratio, etc. in digestible terms. Managed all inbound requests including portfolio analysis, client reviews, competitive portfolio analysis, manager reviews and other analysis in support of Financial Advisers. Presented in large group and 1:1 settings to new Adviser recruits and clients on a frequent basis covering things like platform structure, fees, manager due diligence process etc. Work as part of a sales team responsible for collecting roughly $90M/year in new assets under management, we were the top performing team at the time.

Project manage the creation and budgeting of print collateral, e-mail campaigns, social media campaigns, print advertizing, press releases, web advertizing, swag items, etc. Project manage the creation of two lead generating and informational mini-websites each individually tailored to appeal to the military and international student markets respectively, as well as provide information on each market’s specific enrollment requirements. Create and implement strategic business plans targeted directly at the military and international student markets. These two distinctly different plans capitalize on specific opportunities within each drastically different market based on opportunity. Interpret report data and build lead inflow prediction models in Excel for distribution to executive level decision makers. Manage supply vendors who provide swag, translate documents, print collateral, etc. Logistics management including: price negotiation, production scheduling, internal demand prediction, budget management, quality control, etc.

Managed resource engagement of over 35 Premium Accounts, 182 Key Accounts, and more than 200 standard Chiropractor clients with specific fiscal and participation goals that were monitored weekly. Draft and constructed a new hire training manual educating customer service incoming call handlers, how to manage scenarios and address customer concerns involving products. Generated from scratch and documented SOP for handling client objections, concerns and disenfranchisement while still maintaining global sight of fiscal goals.

Helping in booking, quoting and selling more than 129,000 total group room nights often accompanied with event space from international tourist, largely from Brazil.

Sold fine jewelry to walk-in customers while also executing logistical duties involving inventory and jewelry repair.