Gregory J. Burrill
Scituate
Summary
Results-driven leader with strong background in strategic management and organizational growth. Skilled in developing and implementing effective business strategies, optimizing processes, and driving team performance. Known for adaptability, effective collaboration, and delivering measurable outcomes in dynamic environments. Strong communication and problem-solving abilities, coupled with focus on fostering productive and positive team culture.
Overview
34
34
years of professional experience
Work History
Director, Strategic Accounts
Versetal Information Systems, Inc.
01.2023 - 11.2025
- Managed vendor relations for Managed Service Provider
- Developed Channel Partner Program to increase sales and awareness of company’s capabilities
- Created Reselling group to offer our clients multiple lines of hardware/software
- Developed and implemented comprehensive operational strategies to enhance efficiency and effectiveness.
- Led cross-functional teams to align organizational objectives and drive strategic initiatives.
Franchise Owner dba Kelly’s Roast Beef
Satuit Holdings, LLC
09.2020 - 01.2023
- Owner Operator for Kelly’s Roast Beef restaurants
- Raised $2mm in capital to build and run three restaurants
- Developed Private Placement Memorandum for investors
- Managed financial performance, implementing cost-control measures to enhance profitability.
Senior Relationship Manager
Putnam Investments
02.2013 - 09.2020
- Manage Putnam’s relationships for the home offices of UBS, JP Morgan Chase, Janney and Oppenheimer
- Produced top 5 sales results for both gross and net at UBS from 2013 to 2020
- Ranked #1 in brokerage sales at JP Morgan Chase
- Top ten in sales across multiple platforms at Janney
- Work with internal and external stakeholders to provide seamless execution of client requests
- Collaborate with home offices and field management to identify opportunities for the sales teams as well as fund placement within research
- Negotiate revenue share and sales agreements
- Represent Putnam at national and local industry events
- Spearhead the onboarding of new strategies to platforms
- Present research and reports to update the Head of Strategic Accounts and Head of Distribution with issues solutions and opportunities
- Provide firm specific support to internal and external sales force
- Interface with all areas of Putnam including: Investment Management, Product, Legal, Operations, RFP Teams and Distribution
- Developed tailored investment strategies to align with client financial goals.
Vice President, Regional Coordinator
Prudential Investments
09.2010 - 02.2013
- Wholesale Prudential Jennison mutual funds to independent broker/dealers in Eastern MA, ME and NH
- 2012 sales of $226m with an average monthly run rate of $22m positioned to exceed goal
- Ranked currently #4 out of 30 independent channel wholesalers in total sales
- Increased sales from $6m per month in 2010 to $16m per month in 2011
- Ranked #7 in total sales in 2011
- Developed and implemented comprehensive business plans aligning with corporate objectives.
Vice President, Wealth Management Consultant
American Century Investments
12.2007 - 09.2010
- Wholesaled American Century mutual funds to national wirehouse firms in Eastern MA, NH and ME
- Increased sales by 67% in 2009
- Increased sales by 40% in 2008 in first year of calling on new firms
- Developed new relationships in a channel where ACI had little to no presence
Region Vice President, Asset Management
RiverSource Distributors
12.2001 - 12.2007
- Wholesaled RiverSource (formerly AXP) mutual funds to independent Ameriprise advisors in Eastern MA
- Ranked #3 in sales for East division with sales of over $400m in 2007 after losing NH and ME
- Ranked #1 in sales for the East division, #3 in the firm with over $336m in sales for 2006
- Ranked #4 in total mutual fund and annuity sales with $468m in 2005
- Ranked #1 in RiverSource mutual fund sales in 2005 with sales of $247m
- One of four wholesales out of twenty-eight to achieve sales goal in 2004 accounting for $460m in mutual fund and annuity sales
- Presented with Northeast Region MVP award for outstanding achievement in 2004
- Achieved sales goal of $520m for mutual fund and annuities in 2003 covering MA, NH and ME
- Achieved sales of over $1b in mutual fund and annuity sales while covering MA, RI, CT, NH and ME in 2002
Senior Vice President, Senior Regional Marketing Director
Putnam Investments
03.2001 - 12.2001
- Wholesaled Putnam mutual funds in the Dallas/Fort Worth area
- Top quartile in sales across all distribution channels in 2001
- Number one in variable annuity sales
- Top decile in 529 sales
Vice President, Regional Marketing Director
Putnam Investments
01.1998 - 03.2001
- Wholesaled mutual funds and variable annuities in the North Texas territory
- Serviced independent planners, warehouse brokers and insurance representatives
- Conducted investment/educational seminars, training sessions, individual meetings and conference calls with financial advisors on Putnam’s products and selling system
- Assisted national and channel sales managers with corporate marketing plans for Putnam’s mutual funds, variable annuities and retirement plans
- Managed resources within my territory consisting of two internal wholesalers, two insurance sponsored annuity wholesalers, a dedicated junior wholesaler, a 401k wholesaler and a technology specialist
- Sales for 2000 were $560m versus a goal of $390m
- Increased territory sales by 52% over previous year
Assistant Vice President, Regional Sales Specialist
Putnam Investments
05.1997 - 01.1998
- Wholesaled mutual funds and variable annuities products to Edward Jones in the states of TX, LA and AZ
- Concentrated on teaching sales strategies as well as building a successful business
Regional Marketing Associate
Putnam Investments
09.1996 - 05.1997
- Covered Illinois and Wisconsin as an insider wholesaler in the Financial Advisors Division
Dealer Marketing Representative
Putnam Investments
10.1995 - 09.1996
- Answered broker inquiries regarding Putnam’s mutual funds, variable annuities and retirement plans
- Developed presentations for Putnam’s advisors using hypotheticals
Mutual Fund Accountant
Putnam Investments
05.1994 - 10.1995
- Priced daily nav’s for Putnam’s equity mutual funds and variable annuity sub-accounts
- Prepared month, quarter and year-end data for various mutual funds and reported the results to trustees, money managers and ICI
Sales Representative
M.S. Walker
12.1993 - 05.1994
- Managed the Boston Metro South territory for wine importer/exporter
Territory Manager
Kraft General Foods
09.1991 - 12.1993
- Managed a list of institutional clients in the Metro Birmingham, AL area
Education
BA - English, Political Science
University of Massachusetts
Skills
- Strategic account management
- Vendor relationship management
- Channel partner development
- Sales strategy execution
- Capital raising strategies
- Business development initiatives
- Relationship building
- Verbal and written communication
Timeline
Director, Strategic Accounts
Versetal Information Systems, Inc.
01.2023 - 11.2025
Franchise Owner dba Kelly’s Roast Beef
Satuit Holdings, LLC
09.2020 - 01.2023
Senior Relationship Manager
Putnam Investments
02.2013 - 09.2020
Vice President, Regional Coordinator
Prudential Investments
09.2010 - 02.2013
Vice President, Wealth Management Consultant
American Century Investments
12.2007 - 09.2010
Region Vice President, Asset Management
RiverSource Distributors
12.2001 - 12.2007
Senior Vice President, Senior Regional Marketing Director
Putnam Investments
03.2001 - 12.2001
Vice President, Regional Marketing Director
Putnam Investments
01.1998 - 03.2001
Assistant Vice President, Regional Sales Specialist
Putnam Investments
05.1997 - 01.1998
Regional Marketing Associate
Putnam Investments
09.1996 - 05.1997
Dealer Marketing Representative
Putnam Investments
10.1995 - 09.1996
Mutual Fund Accountant
Putnam Investments
05.1994 - 10.1995
Sales Representative
M.S. Walker
12.1993 - 05.1994
Territory Manager
Kraft General Foods
09.1991 - 12.1993
BA - English, Political Science
University of Massachusetts