Growth-focused, results-driven, sales and distribution executive with extensive experience in FINANCIAL product marketing and distribution through banks, independents, regional broker dealers, and wirehouses. Track record of accomplishments in all aspects of SALES, MARKETING, and TECHNOLOGY in ...more

Growth-focused, results-driven, sales and distribution executive with extensive experience in FINANCIAL product marketing and distribution through banks, independents, regional broker dealers, and wirehouses. Track record of accomplishments in all aspects of SALES, MARKETING, and TECHNOLOGY in the financial industry. Highly effective national speaker, representing asset managers and insurance companies at investment conferences for Fortune 500 companies and financial professionals. Consistently demonstrated leadership to internal and external clients by growing sales through utilization of firm’s global macroeconomic outlook, along with well-defined communication, negotiation, and presentation skills, which led to significant increases in revenue, profitability and market share. Extensive long standing relationships with executive leadership, distribution partners, and key clients which include: Morgan Stanley, Merrill Lynch, UBS, RBC, LPL, Wells Fargo, Charles Schwab, and other independent firms. • Chosen as national speaker at 29 due diligence investment conferences. • Honored to serve as key note speaker for client events over 300 times (averaged 35 events annually) • Selected as national sales investment trainer at 14 investment symposiums • Elected to serve as a mentor/coach at PIMCO, Deutsche Bank, Prudential, and Merrill Lynch • Served as an asset management consultant and industry expert for Coleman Consulting and Research: clients included: hedge funds, insurance companies, and asset managers. Topics included but not limited to: fixed income, asset management distribution, hedge funds and quantitative tactical overlaysless