Dynamic Financial Executive with a distinguished track record in asset management, relationship management, and sales. Throughout my career, I've consistently amplified assets under management, serving a diverse clientele including institutional and retail sectors, defined contribution platforms, ...more

Dynamic Financial Executive with a distinguished track record in asset management, relationship management, and sales. Throughout my career, I've consistently amplified assets under management, serving a diverse clientele including institutional and retail sectors, defined contribution platforms, and insurance entities. My profound investment acumen encompasses a myriad of products and services, underscored by steadfast client relationships in both the institutional and retail domains. At Schroders, I helmed a high-caliber team devoted to defined contribution plans, sub-advisory dynamics, and insurance general accounts. This role, in tandem with prior positions, allowed me to cultivate strategic relationships with pivotal retirement platform stakeholders and spearhead institutional sales across an array of investment sectors, both traditional and alternative. My professional footprint extends beyond operational roles: I'm acknowledged for pivotal industry leadership and possess a vast, intricate web of industry affiliations. Following my recent transition from Schroders, I'm on the lookout for fresh challenges and am receptive to novel opportunities. My unwavering commitment lies in fueling financial growth, establishing meaningful collaborations, and consistently delivering unparalleled value within the financial sphere.less