1. JOHN G. URICCHIO
356 Hayes Road (860) 662-2839
Rocky Hill, CT 06067 Email: john.uricchio@gmail.com
PROFILE
Managing Director and Senior Vice President within the financial services/investment management industries
marketing diverse product lines to broker dealers/financial advisors on a national scale, increasing assets under
management by $8 billion with an individual average margin as high as 35%.
COMPETENCIES
 Strategic Planning  Team Coaching & Development
 Market Research & Analysis  Wholesale/Channel Relationships
 Market Penetration  Goal Setting/Performance Metrics
 Product Branding/Messaging  New Product Development/Launches
 Alliances/Partnerships  Continuous Improvement Initiatives
WORK EXPERIENCE
VOYA FINANCIAL, previously AETNA, ING Group & ING US, Windsor, CT 7/91 – 12/16
A provider of multiple investment products including financial retirement services, 401(k) plans, insurance
lines and annuities, and other investment products through broker dealers, financial advisors and direct to
customers.
MANAGING DIRECTOR/SENIOR VICE PRESIDENT/HEAD OF RETIREMENT 2008 – 12/16
INVESTMENT ONLY, College Savings
 Directed a national sales team of thirteen employees for channel producing $3B in gross annual sales.
 Developed relationships with broker dealers to market products on their platforms.
 Used market penetration and product awareness strategies including educational forums, referrals and
cultivating existing relationships.
 Conducted extensive market, industry, economic, consumer, and product performance analysis.
 Utilized analytics and feedback to design and launch new products with greater appeal and relevancy
and to modify existing investment products.
 Established goals and performance metrics (sales by product, by Sales Representative, by channel
partners) and used analytics to take a proactive versus reactive response to risks and opportunities.
 Personally manage major accounts and position sales team as solutions/consultative sellers, linking
products and services to their strategic objectives.
 Combined solutions selling with value-added services to earn and retain long-term trust and loyalty.
Select Accomplishments
 Grew third party DCIO (annually) from $400 million to $800 million.
 Spearheaded 529 college savings product line acquisition, growing assets under management from $1.5
billion to $2 billion.
 Created/implemented a sales strategy for “global perspective market models” generating $1 billion in
assets under management within three years.
 Developed relationships with sub-advisory and insurance groups to place our investment products in
their portfolios increasing assets under management by $1 billion.
 Achieved a record breaking 35% margin on 529 college savings product line exceeding the company’s
margin of 28%.

2. JOHN G. URICCHIO Page 2
Resumé (Continued)
WORK EXPERIENCE (Continued)
VICE PRESIDENT 2003 - 2008
 Directed a professional staff to market investment products within retirement plans and variable
annuities.
 Marketed client relationships through a corporate acquisition and incorporated ING’s product lines into
our product mix, with a goal of increasing market share across all product lines.
 Collaborated with ING Regional Sales Managers to develop market penetration and sales strategies.
 Built client-focused partnerships with broker dealers by sharing ownership and accountability for goal
attainment.
 Assumed responsibility for the management of the new independent regional broker dealer channel.
Select Accomplishments
 Spearheaded the launch of ING products taking market share from zero to 35% in the variable annuity
line of business.
 Supported the launch of a new IPO through brand recognition.
 Achieved $4 billion in target date fund assets under management.
SALES DESK MANAGER, National Accounts 2001 – 2003
 Managed national accounts.
 Promoted a portfolio of ING mutual fund products.
 Consistently ranked as a “top producer”.
MANAGER/SALES REPRESENTATIVE, Personal Lines, Investor Services Channel 1998 – 2001
 Worked with clients on IRA roll-over strategies and retirement savings strategies.
 Managed a team of seven Sales Representatives.
CUSTOMER RELATIONSHIP MANAGER 1995 – 1998
 Served as a first point-of-contact with customers.
 Worked with Field Representatives to resolve issues.
 Produced clients with information on fund performance.
CORPORATE SERVICES 1991 – 1995
 Provided security services to employees and provided executive protection.
EDUCATION
UNIVERSITY OF CONNECTICUT
Bachelor of Arts in LIBERAL ARTS
LICENSES
CRPS; NASD Series 6, 7, 63, 65, 24, and 51