As an experienced and creative Senior Sales Leader, I bring a wealth of industry relationships and a proven track record of representing investment capabilities to institutional consulting firms. I am an expert relationship builder, energetic collaborator, consummate team-player, and skilled ...more

As an experienced and creative Senior Sales Leader, I bring a wealth of industry relationships and a proven track record of representing investment capabilities to institutional consulting firms. I am an expert relationship builder, energetic collaborator, consummate team-player, and skilled player-coach who has established and maintained productive relationships with asset owners, investment consultants, and institutional platforms. With my extensive Capital Markets knowledge, I can identify institutional investment trends and macro-financial asset flows, which has helped me to manage business situations and identify operational needs. My forward-looking approach and creativity have allowed me to create and execute successful strategies that drive business and revenue growth. Throughout my decades of dedicated service to the Institutional, Retail, Buy-Side and Sell-Side of the financial services industry, I have gained extensive professional insights that have made me a seasoned, data-driven, sales-tactician. My dynamic leadership style has allowed me to develop talent and empower teams to achieve a high level of performance, even in the face of significant internal firm-change. I have led and managed consultant relations teams through decades of industry evolution, optimizing communication and achieving business objectives and goals through effective collaboration across organizations. My track record speaks for itself, as I have been consistently recognized by senior management for outstanding performance. Areas of Expertise Consultant Relations | Equities, Fixed Income and Alternative Investments | Sales Plan Development | Team Leadership and Development | Building Strategic Relationships and Partnerships | AUM Growth and Defense | Sales and Marketing Strategies | Data-Driven Sales Strategies | Data Analysis and Management | Competitive Landscape | Brand Awareness and Promotion | Project Management | Performance Analysis and Improvement | Product Development and Positioning | Road Show Planning and Execution | Institutional Investors/Portfolios | Compliance Policies and Procedures | Institutional Investment Consultantsless