4 Weightman Drive

Malvern, PA 19355
GERALD R. SNYDER 202.641.5718
jerry.snyder@comcast.net
www.linkedin.com/in/jerrysnyder
I NVESTMENT AND W EALTH M ANAGE MENT P ROFESSIONAL

Ethically driven senior executive with over 18 years of comprehensive achievements within the financial services industry.
Empowering leader who incorporates passion for client centric solutions to enhance business practices, increase productivity,
and produce profits. Broad-based business acumen with expertise in business development, operations and strategic planning.

C O RE Q UA LIF IC A T I ON S

 Strategic Planning  New Business Development  Workflow Optimization

 P&L Management  Client Relations  Investment Consulting
 Product/Brand Development  Vendor Management  Risk Management

P ROF E S SI ON A L E XP E RI E N C E

ARIN RISK ADVISORS, LLC Conshohocken, PA 2009 to Present

Arin Risk Advisors, LLC is an SEC registered options strategies advisory firm specializing in volatility management services.
Chief Operating Officer and Chief Compliance Officer
Co-Founded investment management company and grew to over $100 million in assets under management offering return
enhancement, portfolio protection and opportunistic trading strategies to the fiduciary market.
 Managed the start-up process and all legal/compliance, accounting and operational aspects of the firm.
 Directed short and long-term business strategies, including: business infrastructure, product and brand development,
website and marketing collateral design/deployment.
 Served as liaison to strategic partners and clients on matters relating to operations and contracting.

SEI INVESTMENTS Oaks, PA 2007 to 2009

SEI (SEIC) is a global provider of outsourced asset management, investment processing and investment operations solutions.
Director of Solutions, SEI Wealth Network (2008 – 2009)
Client Strategist, SEI Wealth Network (2007 – 2008)
Recruited to improve and expand SEI’s ultra high net worth wealth management business made up of 100+ clients including
individuals, families, institutions and foundations with a total of over $1 billion in assets under management and advisement.
 Obtained 4 new client engagements totaling $125 million in new assets as key member of the client acquisition team.
 Spearheaded a 300% YOY increase in direct channel client sales through the upgrade of the proposal process,
deliverable, and prospect presentations.
 Supported development of a new branding initiative, various marketing programs, and public relations
communications.
 Led the design, build and test of new client experience and investment solutions.
 Coordinated SEI experts assuring all cross-disciplinary activities provided a holistic client recommendation.
 Determined client pricing based on various models.
 Gerald R. Snyder
202.641.5718 Page 2 jerry.snyder@comcast.net

DEUTSCHE BANK Washington, DC 2006 to 2007

Deutsche Bank (DB) is a leading global investment bank with a strong and profitable private client franchise.
Vice President, Private Wealth Management
Hired to increase market share for the Washington Metro area utilizing the investment banking, asset management, and
fiduciary platform to provide superior proprietary and open architecture solutions to the market.
 Executed business plan resulting in diverse $750 thousand 12 month annual run-rate revenue streams that included
private placement, asset management, investment consulting advisory fees and select trading opportunities.
 Acquired over 50 HNW, UHNW, and institutional clients with assets under management in excess of $40 million.
 Advised sophisticated client base in core competencies - asset management, active risk management and ancillary
services – inheritance, tax and estate planning, art or philanthropic activities.

UNITED BANK Vienna, VA 2003 to 2006

United Bankshares, Inc. (UBSI) is a $7.6 billion financial institution offering banking and trust services.
Senior Vice President, Director of Private Wealth Management
Portfolio Manager/Trust Investment Officer
Recruited to design, implement, and execute comprehensive business strategy for newly established Private Wealth
Management division across all geographic areas.
 Orchestrated start-up and successful growth of new HNW platform by increasing assets under management by 600%
through strategic partnership with Lydian Wealth Management/Fortigent.
 Managed business unit to profitability in less than 24 months, and increased top-line revenue 365%.
 Monitored P&L statements for business unit and coordinated with corporate Finance and Operations.
 Established and negotiated terms for key corporate partnerships and vendor relationships.
 Supervised the design and implementation of investment strategies for all client portfolios.

FIDELITY INVESTMENTS Boston, MA 1992 to 2003

Fidelity Investments is one of the world’s largest providers of financial services.
Vice President, Regional Consultant (1996 – 2003) Mid-Atlantic Region
Financial Representative (1993 – 1996) McLean, VA
Operations Manager (1992 – 1993) McLean, VA
Joined firm to manage local branch operations and ultimately promoted to senior role within 4 years overseeing multi-state
territory with over $2 billion in total assets and $200 million in net annual sales.
 Increased net sales within regions at a 20%+ CAGR.
 Achieved top producer and award winner for production years 1996, 1998, 2000 and 2001.
 Accountable for business development, revenue generation, staff training and new client acquisition.
 Developed various tax, investment, insurance, and estate planning strategies for HNW clientele.
 Earned highest producer award for all three years (1993, 1994, and 1995) as Financial Representative.
 Constructed and delivered seminars / workshops to both retail and institutional clientele.

E D U C A T ION AND L I C E N SU RE

Bachelor of Business Administration, Marketing/Finance – James Madison University, Harrisonburg, VA 1989

FINRA – Series 7, 63 and 65 Registrations