1. Joe M. Linhares
130 East 75th
Street #2A
New York, NY 10021
Managing Director- Global Head of Platinum Accounts BlackRock, New York
January 2014 – Present
* Global Platinum Clients represent $1.2T in AUM and generate over $3.8B in revenue.
* 30 Global clients as well as an array of regional based distributors. Team is based in H.K, London and NY.
* Marketing Alternatives, ETF’s, Mutual Funds, Cash Management and Multi-Asset Solutions as well as our
technology platform Aladdin.
* We track an array of metrics and produce a consolidated data book as well as individual client dossiers.
* A member of the firms Operating Committee, Retail Global Executive Committee and CEO of BlackRock
Investments LLC.
Managing Director and CEO of EMEA iShares BlackRock, London, UK
July 2010 – December 2013
* Grew EMEA iShares business from $107B to $200B which included the acquisition of the Credit Suisse ETF
business.
* Implemented a comprehensive strategic review which resulted in a new governance structure and strategy and
completed an extensive talent evaluation and upgraded 14 Managing Directors and an array of others.
* Led the region in flows each year including a record revenue year in 2013.
* Operated fund complexes in Ireland, Germany, Lux and Switzerland and Spent extensive time with regulators, clients
and colleagues to navigate one of the most complicated distribution environments.
* Member of the firms Operating Committee, Global iShares Executive Committee and EMEA Executive Committee.
Managing Director and US Head of iShares Sales BlackRock, San Francisco
2007 – June 2010
* Took over the sales team in 2007 and led through the financial crisis with record results.
* Continued the expansion and growth of the distribution efforts for US iShares including dedicated efforts around Institutions,
Banks, Wires, RIA’s and Independents.
* Managed the 150 person sales organization as we went through the process of being sold – ultimately to BlackRock.
* Navigated the integration with BlackRock and led the team through the transition into Blackrock with zero
* Operated a Sales Leadership Executive Committee and continuously upgraded talent and refined our processes.
* Member of US Executive Committee for iShares.
Head of Institutional, RIA, Cash and Broker Dealer
2004 – 2007
* Sales leader for Institutions and over time added the RIA and Cash teams to my portfolio of responsibilities.
* Evolved from a successful start-up, and implemented segment plans, calling targets and talent and compensation
evaluation process.
* Implemented with Retail Sales our NJ calling Center, and upgraded talent throughout the sales teams.
* Worked with the EMEA team on building out our Europe franchise.
* Promoted to Managing Director in 2006
Director - Institutional sales and Broker Dealer sales
2000 - 2004
* One of two Institutional Sales people that joined iShares as start up. Covering Hedge Funds, Asset Managers and Pensions.
* Segmented the Institutional market and were instrumental in the initial success as we drove flows.
* Key insight was dealers as the most important leverage point for the business and persuading several o set up ETF trading desks.
* Expanded responsibilities as we continued to expand. Added teams and talent each year.
* Worked extensively on the launch of the first generation of Fixed Income and helped secure several billion in seed capital from
Broker Dealers in our Fixed Income product set.
* Made the first ETF sale to many of what are now some of the largest users of ETF’s in the world.

2. Vice President - Team Leader Investment Manager and Insurance Group Citibank, New York
November 1998 – March 2000
* Responsible for Investment Managers and Insurance Companies at Citibank for Global Securities Business.
* Relationships included AIG, BGI, DFA, Fidelity, Janus, Met Life, NY Life, Oppenheimer and Putnam.
* The team was comprised of five vice presidents, and we were responsible for the maintenance of $92MM in revenue
and a $3.6MM new business goal.
* We focused on creating an immediate impact by identifying the highest revenue opportunities, changing the service
model for low potential accounts, and escalating opportunities to senior management to increase our sales closing
percentage. We exceeded our sales targets by 200% and achieved our revenue maintenance goal.
* Extensive Citigroup leadership and management training.
March 1996 – November 1998 Vice President - Account Manager Investment Manager and Insurance Group
* Relationship Manager for a portfolio of Financial Service Company accounts Barclays Global Investors, American
International Group, Principal Group, etc
* This was a generalist role for the Global Securities Services division. My product responsibilities included Custody,
Clearing, FX, and Securities Lending. I was successful at delivering the global capabilities of Citigroup to key
clients. * Key mandates included Emerging Markets custody for BGI, Domestic, Global Custody for Dimensional Fund
Advisors and Securities Lending for Principal Insurance.
* Worked on a cross functional team with Equities Division to package and promote trading execution and custody
services. I exceeded sales targets and revenue maintenance goals annually.
JP Morgan (Formally Chase Manhattan Bank, Chemical Bank and Manufactures Hanover Trust Co.) N.Y.
December 1988 – March 1996 Vice President – Relationship Manager
* Joined as a Trust officer and was the youngest Vice Presidents in my division.
* Served in an array of Sales and Relationship Manager roles, primarily for financial institutions.
* Clients included Goldman Sachs, Solomon Brothers and Morgan Stanley as member of Wall Street Group.
* On Insurance team covered AIG, NY Life, Met Life, Prudential and State Farm.
* Worked with Asset Manager Group where I worked on Franklins Acquisition of Templeton, an array of liquidity lines
and ancillary services. My responsibilities included generating new opportunities as a generalist marketer of Cash
Management, Custody, Repo Financing, FX and Trust Services.
Education
M.B.A. Finance Fordham University, NY, NY 1993
B.S. Economics Arizona State University, Tempe, AZ. 1988
Columbia University, NY, NY 1986 (summer)