Investment Sales and Client Relationship Executive with extensive experience in direct sales and relationship management for pensions, endowments, foundations, healthcare plans, investment consultants, defined contribution plans and family offices.
Emphasize relationship building and ...
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Investment Sales and Client Relationship Executive with extensive experience in direct sales and relationship management for pensions, endowments, foundations, healthcare plans, investment consultants, defined contribution plans and family offices.
Emphasize relationship building and collaboration with institutional clients to implement long-term strategies and help them successfully grow their investments. Experienced in direct marketing of traditional active, passive, and alternative investment strategies, including emerging markets, fixed income, private equity, real assets, and ESG/Sustainable Investments.
Raised over $1 billion in new business, representing annual revenue of $1.5 million.
Areas of expertise include: Sales Growth | Marketing | Client Relations | Traditional & Alternative Investments | Strategic Business Planning | Project Management | Leadership | Process Improvement
Professional Licenses: FINRA Series 6, 7, 63 (Expired), CFA Institute – Claritas Investment Certificate
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