Financial services executive with expertise across investment disciplines and distribution channels. Excellent communicator with ability to convey complex investment themes to a variety of constituents. Builds strategic relationships with consultants ,prospects, and clients to attract and retain ...
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Financial services executive with expertise across investment disciplines and distribution channels. Excellent communicator with ability to convey complex investment themes to a variety of constituents. Builds strategic relationships with consultants ,prospects, and clients to attract and retain assets. Foundation of experience in various roles across financial services provides a broad perspective and unique insight to the business.
Specialties: Institutional Asset Management, Relationship Management, Business Development, Fixed Income, Equity (long only and long/short) and alternative asset classes, Consultant Relations, Investor Relations, Endowment & Foundations, Corporate Pension plans
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