GARY CONWAY

GRC.CONWAY@GMAIL.COM

COMMITMENT | LEADERSHIP | I NTEGRITY | RESULTS

A top producing sales and account executive with expertise among premier companies. Highly skilled at managing
client expectations to achieve revenue and profit goals particularly complex environments with constant change.
Strong business acumen balances commercial interests against client demands. Experienced calling on C level
positions in leading organizations creating a reputation built on quality, service, and uncompromising ethics.

AREAS OF EXPERTISE
Major Account Management
Building Long Term
Relationships
Creating Growth
Product Positioning and
Competitive Analysis

Buyer Behavior
Contract Negotiation
Wealth Management
Flawless Execution
Managing Client Teams
Financial Analysis

Service & Quality Metrics

Corporate Actions
Regulatory Environment
Product Expertise
P&L Responsibility

SELECTED ACHIEVEMENTS
STATE STREET BANK AND TRUST COMPANY BOSTON, MA
(INCLUDES CITISTREET AND BOSTON FINANCIAL DATA SERVICES AFFILIATED COMPANIES OF STATE STREET
CORPORATION)
BUSINESS DEVELOPMENT/ACCOUNT MANAGEMENT
Responsible for new business development with the nations largest defense contractor providing annual revenues
of $14 million. Relationship required consolidating 23 proprietary benefit plans and trusts to 12 to harmonize
benefits across salaried and union plans and increase efficiency and costs of overall benefit program.
Responsible for new business development with the nations premier petrochemical company, providing annual
revenues of $6 million. Relationship included combining the respective heritage benefit plans of each legacy
company to a single plan of more than $22 billion covering approximately 50,000 employees.
Responsible for new business development and serviced key account relationships with premier companies
including: Honeywell, Hilton Hotels, Sodexho Marriott, ABRA, First Energy, McDonnell Douglas, and Aetna.
PROJECT / PRODUCT MANAGEMENT
Converted more than 200 series commingled funds representing more than $130 billion in total assets to a new
multi-class fund structure.
Created governance and oversight for reporting of current daily cash flows for securities lending funds.
Created new investment disclosures for all funds including establishing risk and total expense ratio standards
achieving compliance with 404(a) amendments under ERISA.
Created new multi-class cash series including investment policy in compliance with 2a-7 guidelines.
Reviewed and analyzed all internal current state infrastructure and processes resulting in one of the firms key
strategic initiatives, organized and managed all work streams, budgeting and forecasts, plus profit and loss impact.

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STRATEGY
Analyzed operating costs associated with all fixed and transaction expenses for all non-registered funds resulting
in capped operating expenses and significantly improving the competitive nature $130 billion of AUM.
Consulted with Department of Labor Economic Council on Growth and Aging.
Selected to appear before Department of Labor on new risk disclosures.

PROFESSIONAL EXPERIENCE
BUSINESS DEVELOPMENT EXECUTIVE GLOBAL INTERCONNECT

CURRENT

SELF EMPLOYED COMMERCIAL AND RESIDENTIAL REAL ESTATE BROKER

2012 2014
Managed commercial and residential sales opportunities in Southeastern Massachusetts, generated in
excess of $3.5 million in gross sales annually.
STATE STREET BANK AND TRUST COMPANY BOSTON, MA
1989 - 2012
(INCLUDES CITISTREET AND BOSTON FINANCIAL DATA SERVICES AFFILIATED COMPANIES OF STATE STREET
CORPORATION)

STRATEGIC NEW BUSINESS DEVELOPMENT & ACCOUNT MANAGEMENT

Established new business and managed key accounts, drove improved market alignment and asset gathering
potential through a detailed business strategy addressing sales, product development, regulatory compliance,
expanded product line-up, thought leadership, relationship management, operational infrastructure processes, and
strategic initiatives. Highlights include:
Top producer of new business development.
Account Manager for key accounts in mega market including both the nations premier petrochemical
company and defense contractor.
Account Manager for third party service provider in micro market that included various third party
administrators and financial advisors.
Executive owner for State Street Global Advisors divestiture of CitiStreet one of largest divestitures in
companys history, managed all aspects of sale including final negotiations and contract execution.
Managed ten separate internal work streams to improve alignment with defined contribution market
involving enterprise wide effort: addressing operations, compliance, product development, thought
leadership, relationship management and sales. Defined current state for all work streams and
implemented all future state required changes as approved by executive management team.
Transitioned legacy stable value business to new suite of cash series funds managing all aspects to ensure
book value, maintaining positive yields, terminating third party wrap agreements, creating client
communication and achieving maximum asset retention

EDUCATION
BACHELOR OF SCIENCE ENGINEERING
Massachusetts Maritime Academy, Buzzards Bay, MA

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Financial Management Certificate
Cornell University
Completed November 2013