Institutional asset management executive with over 17 years experience in new business development, client service, consultant relations, and investment product management.
Recognized for a consultative sales approach, managing client relationships, and extensive industry and technical knowledge. ...
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Institutional asset management executive with over 17 years experience in new business development, client service, consultant relations, and investment product management.
Recognized for a consultative sales approach, managing client relationships, and extensive industry and technical knowledge. Experience in working with a number of investor segments including public & corporate plan sponsors, endowments & foundations, insurance companies, fund-of-funds, private banks, and family offices.
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