About 25 Years of first hand observations of the effectiveness of various sales and marketing tactics of at least 50 different asset managers 3 years of side-by-side experience with SMA managers, distributors, vendors and trade groups Specialties: Central role in the product line ...more

About 25 Years of first hand observations of the effectiveness of various sales and marketing tactics of at least 50 different asset managers 3 years of side-by-side experience with SMA managers, distributors, vendors and trade groups Specialties: Central role in the product line rationalization decisions of one of the largest asset management mergers of all times Helped a boutique asset manager “adopt out” their mutual fund and stay on as sub-advisor Devised and implemented a distribution/product strategy for a mid-size investment management organization Author of Sound SMA Practices for Managing Regulatory Scrutiny, Separate Account Distribution Trends, and Overview of Multiple Discipline Productsless