Institutional consultant relations and sales professional with 25+ years of leadership success developing institutional relationships, building assets, and driving growth. Excellent understanding of financial markets, investment concepts, managed products and strategies and major asset classes. ...more

Institutional consultant relations and sales professional with 25+ years of leadership success developing institutional relationships, building assets, and driving growth. Excellent understanding of financial markets, investment concepts, managed products and strategies and major asset classes. Demonstrated ability to devise and execute a robust, nationwide institutional effort encompassing consultants, direct sales and client service. Track record establishing hundreds of new accounts in the U.S., Canada, and Europe leading to >$5 billion in new assets. Highly committed to building and managing teams, as well as motivating performance.less