Highly motivated senior executive in the investment solutions industry with relevant leadership experience in revenue generating functions. Earned exceptional reputation for building long lasting relationships with profitable clients and developing high-performing sales teams at some of the most ...more

Highly motivated senior executive in the investment solutions industry with relevant leadership experience in revenue generating functions. Earned exceptional reputation for building long lasting relationships with profitable clients and developing high-performing sales teams at some of the most respected firms in the industry. Broad experience in Portfolio Risk Analytic Solutions, Sustainability (ESG) and Index licensing across asset classes for a wide variety of use cases: Active Portfolio Management, Sustainable Investing, Direct Indexing, Passive Investment Vehicles (ETFs, Index Funds, SMA’s, CITs), etc. Differentiated by a unique blend of executive characteristics, led by a growth mindset, strong work ethic, and passion for sales and leadership. Fluent in English and Spanish (and learning Portuguese). International Experience: USA, Canada, Spain, Mexico and Brazil.less