Accomplished, results driven professional with more than 20 years of experience working with institutional investors and wealth management platforms. Subject matter expert in investment performance measurement and portfolio analysis, investment manager due diligence and proposal development. Key ...more

Accomplished, results driven professional with more than 20 years of experience working with institutional investors and wealth management platforms. Subject matter expert in investment performance measurement and portfolio analysis, investment manager due diligence and proposal development. Key contributor to sales and marketing support including writing RFPs, RFIs, collateral material and fact sheet content. Demonstrated ability to maintain and enhance client relationships and grow revenue. Skillful and effective communicator with broad experience working with senior executives in Fortune 500 companies, public pension plans, endowment and foundations, and investment management organizations. Certified Investment Management Analyst. Member, CFA New York Performance Measurement and Risk Analytics Group. Member, Association of Proposal Management Professionals.less