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Managing Director, Institutional Business Development
Mr. Carroll is responsible for managing and nurturing institutional opportunities through the sales cycle.
During his tenure at Intech, Mr. Carroll has held numerous positions in the organization. Through development and implementation of innovative solutions, Mr. Carroll has made notable improvements in sales targeting, pipeline management, senior resource utilization, prospect nurturing and overall sales efficiency. As vice president of product management, Mr. Carroll played a role in the development of custom solutions for many of Intech’s clients along with managing the RFP team, consultant/sales support, third party databases and product development functions. As director of business intelligence, he was responsible for providing actionable information and analysis to executive management as well as the investment/distribution teams for tactical competitive and industry awareness; as marketing manager, he managed the team responsible for all elements of content development and delivery; and as client service coordinator, he serviced the firm’s largest accounts from a reporting and support perspective.
Mr. Carroll joined Intech from Scottrade Financial Services where he was senior stockbroker. He currently holds FINRA Series 7 and 63.
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