A solutions-driven, client-oriented leader with 15+ years of institutional relationship cultivation, business development, and effective product positioning in the asset management industry.
Excels in leveraging 8+ years of expertise in manager due diligence and ESG/impact investment strategies ...
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A solutions-driven, client-oriented leader with 15+ years of institutional relationship cultivation, business development, and effective product positioning in the asset management industry.
Excels in leveraging 8+ years of expertise in manager due diligence and ESG/impact investment strategies to effectively communicate investment processes as well as portfolio positioning and performance in client facing institutional and advisory relationships - across multiple asset classes.
Adept at collaborating successfully with investment, marketing, and sales teams to develop marketing collateral and investment product solutions to cultivate global client relationships that drive sustainable asset growth.
Has driven results in both large organizations as well as boutique and more entrepreneurial environments.
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