Sales & Business Development • Proven track record of client development and relationship cultivation to increase revenue and retention. • Increased revenue by growing total assets under administration by 20% and reaching agreements with 39 firms. • Achieved exceptional sales performance, ...more

Sales & Business Development • Proven track record of client development and relationship cultivation to increase revenue and retention. • Increased revenue by growing total assets under administration by 20% and reaching agreements with 39 firms. • Achieved exceptional sales performance, consistently leading the organization in sales over a nine-year period by generating total revenue of $19M, contributing significantly to the financial success and growth of the company. Relationship Management • Highly focused and results-oriented in supporting complex, deadline-driven operations. • Led productive engagement with fund managers of various fund wrappers, including ETFs, mutual funds, interval funds, and tender-offer registered funds by actively participating in board meetings and establishing strong, long-term relationships to ensure client satisfaction and loyalty. • Expertise in client development and relationship cultivation, resulting in increased revenue and client retention.less