Experienced and highly successful senior institutional sales executive and consultant relations expert with a consistent record of sales achievements coupled with deep relationships in the investment consultant community. Top revenue producer and team player. Strong existing relationships at ...more

Experienced and highly successful senior institutional sales executive and consultant relations expert with a consistent record of sales achievements coupled with deep relationships in the investment consultant community. Top revenue producer and team player. Strong existing relationships at corporate, public, Taft Hartley, endowments, foundations, hospital/healthcare organizations, top tier Sub-Advisers and HNW/Family Offices. Possess a unique perspective based on past involvement in all principal facets of the investment firm, including business development, client servicing, consultant relations, product development, management, and strategic planning. Former senior consultant at top ranked investment consulting firm. Member of the Senior Management Committees.less