Accomplished investment professional with proven success in institutional fundraising, relationship management, investment analytics, and product management at world-class investment firms. Adept at managing large numbers of institutional clients and prospects across the E&F, Corporate, Public, ...more

Accomplished investment professional with proven success in institutional fundraising, relationship management, investment analytics, and product management at world-class investment firms. Adept at managing large numbers of institutional clients and prospects across the E&F, Corporate, Public, Sub-Advised, and Union distribution channels. Utilized sophisticated OCIO, traditional, and alternative product strategies to retain client’s assets and grow the business. Presented to C-Suite, Investment Committees, Boards, and Consultants. ⸋ FINRA Licensed: SIE, Series 7, Series 63 ⸋ Prospecting and CRM tools: Salesforce, Outreach, MMD - Money Market Directory, GuideStar, 990s, 5500s, EIN, ZoomInfo, Morningstar, eVestment, Excel, PowerPoint, and others ⸋ CAIA Level II candidate ⸋ U.S. Military Veteran, Honorable Dischargeless