I am an accomplished institutional sales executive with extensive experience in the asset management industry. My focus has been marketing and servicing institutional investors and investment consultants in both traditional and alternative investment strategies. I have been at the forefront of ...more

I am an accomplished institutional sales executive with extensive experience in the asset management industry. My focus has been marketing and servicing institutional investors and investment consultants in both traditional and alternative investment strategies. I have been at the forefront of introducing new and innovative investment methodologies throughout my career, including hedge funds, hedge fund replication, ETFs and digital strategies. My greatest strength has been building successful long-term investor relationships based on my passion for investment products and client alignment. In my latest adventure, I have reunited with a long-time associate in the business of digital marketing, leveraging cutting-edge AI-driven technology to revolutionize marketing strategies. Digital Mosaic specializes in optimizing marketing processes, enhancing customer experiences, and delivering measurable results. We thrive on staying ahead of industry trends and are committed to utilizing technology to bring unprecedented efficiencies to digital marketing. In one application of Digital Mosaic and through Three Bridges Capital, my partner and I are working closely with a dynamic multi-family real estate firm. Our focus is on introducing to our network new investment opportunities sourced via their expertise in acquiring and repositioning properties. This firm has made approximately 50 acquisitions valued at over $2.0B since 2021 and has built a pristine track record of management and execution of the business plan established for each property. ✅ Core Skills ▸ Business Development ▸ Digital Marketing ▸ Investor Relations ▸ Alternative Investments ▸ Investment Management ▸ Financial Advisory ▸ Asset Management ▸ Risk Managementless