- Senior asset management executive with unique combination of operational and consulting/advisory experience who brings an "enterprise view" to his outlook. Extensive strategic distribution and operational experience in the asset management industry: developing and managing sales, client service ...
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- Senior asset management executive with unique combination of operational and consulting/advisory experience who brings an "enterprise view" to his outlook. Extensive strategic distribution and operational experience in the asset management industry: developing and managing sales, client service and business development areas, along with marketing and expansion strategies.
- Experienced at building out optimal mutual fund products and developing branding and marketing programs. Successfully created and launched dedicated fund series for diverse products and focused markets.
- Trusted Board member of, and expert advisor to, startup and small companies.
- Currently operate my own consulting firm providing strategic advice to asset managers.
- Executive leader at TIAA-CREF and Morgan Stanley responsible for developing and aligning distribution, client service, and business development teams with strategic marketing and expansion programs.
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