Bryan Paone
About Bryan Paone
Bryan Paone is a Relationship Manager at SEI in the New York City Metropolitan Area with extensive experience in institutional ETF sales and client relationship management.
Current Role and Responsibilities
Bryan Paone currently holds the position of Relationship Manager at SEI in the New York City Metropolitan Area. In this capacity, Bryan focuses on developing and nurturing relationships with clients, ensuring they receive the full support and resources from SEI. His role requires a deep understanding of client needs and the ability to offer tailored financial solutions effectively.
Previous Experience at W.E. Donoghue & Co.
From 2018 to 2021, Bryan Paone worked as Vice President at W.E. Donoghue & Co., LLC in New York, New York. During his three-year tenure, Bryan was responsible for managing client relationships and business development initiatives. His role involved working closely with major asset managers and institutional investors to align their investment strategies with the products and services offered by W.E. Donoghue & Co., LLC.
Institutional ETF Sales at State Street
Bryan Paone's career at State Street spanned several significant roles. From 2016 to 2018, he worked in the Greater Chicago Area as part of the Institutional ETF Sales team. Prior to that, he served as an Institutional ETF Sales Analyst from 2014 to 2015 and as an ETF Internal Sales Consultant in 2014, both roles based in the Greater Boston Area. Bryan began his journey at State Street as an ETF Internal Sales Associate from 2013 to 2014. Throughout his time at State Street, he built extensive expertise in the institutional ETF marketplace, focusing on ETF capital markets.
Education Background
Bryan Paone pursued his higher education at Rutgers, The State University of New Jersey-New Brunswick, where he studied Finance. He obtained his Bachelor's Degree after a five-year academic journey from 2007 to 2012. His education laid a strong foundation in financial principles and practices, contributing significantly to his professional expertise.
Expertise and Skills
Bryan Paone has a rich expertise in the institutional ETF marketplace, with a particular focus on ETF capital markets. He is adept at using a consultative sales approach to build and maintain robust client relationships. Bryan is known for his solid communication skills and team-oriented approach, which help him successfully demonstrate firm resources and identify optimal solutions for clients. He has experience managing territories that include some of the largest asset managers in the Midwest and Southeast regions.