Professional Summary
Professional Overview
Jad Fares is an accomplished sales executive with extensive experience in the financial services industry. As the Vice President of Sales at UMB Bank, he leverages his deep industry expertise to drive revenue growth and build strong client relationships. Specializing in the alternative investments and fintech sectors, Jad has a proven track record of success in strategic sales initiatives and business development.
Experience Summary
Current Role
As the Vice President of Sales at UMB Bank, Jad is responsible for leading the firm's sales efforts, identifying new business opportunities, and fostering long-term client partnerships. He works closely with the executive team to develop and execute sales strategies that align with the bank's overall growth objectives. Jad's leadership has been instrumental in expanding UMB Bank's presence in the alternative investments and fintech markets.
Career Progression
Jad's career trajectory has been marked by progressive leadership roles within the financial services industry. Prior to his current position, he served as the Director of Corporate Strategy at Exchangelodge, where he played a pivotal role in shaping the company's strategic direction and driving revenue growth. Jad also held sales management positions at Z Capital Group, Allvue Systems, eFront, and SS&C Technologies, where he successfully grew market share and secured significant client accounts.
Jad's earlier experience includes roles at Bloomberg LP, SunGard Financial Systems, Axioma Inc. (now part of Qontigo), and MSCI Inc., where he demonstrated his expertise in relationship management, product knowledge, and client acquisition.
Academic Background
Jad holds a Bachelor's degree from the University of Massachusetts Amherst, where he majored in Business Administration with a concentration in Finance.
Areas of Expertise
- Sales strategy and execution
- Alternative investments and fintech solutions
- Client relationship management
- Business development and growth initiatives
- Financial industry expertise
- Team leadership and mentorship
Professional Impact
Throughout his career, Jad has spearheaded numerous successful sales initiatives that have contributed to the growth and profitability of the organizations he has served. He is known for his ability to identify and capitalize on market opportunities, build strong client relationships, and lead high-performing sales teams.
Jad's industry contributions extend beyond his day-to-day responsibilities. He serves as a member of the Board of Trustees for the Greater Cincinnati Mutual Funds Association, where he lends his expertise to support the association's initiatives and promote the advancement of the mutual fund industry.
Conclusion
With his extensive industry experience, proven sales acumen, and collaborative leadership style, Jad Fares is positioned to drive continued success in his role as the Vice President of Sales at UMB Bank. His focus on strategic growth, client-centric service, and team development make him a valuable asset in the evolving financial services landscape.
