- 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 ...more

- 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.less