A proven senior sales and relationship management executive with a track record of success across multiple distribution channels selling ETFs for 17 years from passive beta to active as well as SMA's comprised of ETF's, Mutual Funds and Alternative investment strategies with over 25 years of ...more

A proven senior sales and relationship management executive with a track record of success across multiple distribution channels selling ETFs for 17 years from passive beta to active as well as SMA's comprised of ETF's, Mutual Funds and Alternative investment strategies with over 25 years of diverse experience. Most recent position was Head of Sales and Strategy at Kingsbarn Capital focusing on the build out of exchange traded, separate account and alternative investment strategies across multiple national intermediary and institutional distributional verticals. Previously I spent 8 years at Northern Trust Asset Management first as VP ETF Business Development Executive, then promoted to VP Head of ETF Strategists, Turnkey Asset Management Platforms and Senior Strategic Relationship Manager and then promoted to SVP Head of Asset Managers, Hedge Funds and TAMPs creating the national sales channels for each business unit while also maintaining and growing one of the firms most important national partnerships. Before Northern Trust I spent 8 years at State Street Global Advisors as Vice President of Business Development within US Sub-advisory group and as a Senior National Accounts Manager where I was responsible for building and coordinating strategic partnerships with global financial services firms in the Wire house, Independent, RIA and Private Bank Broker Dealer channels to distribute SSgA's SPDR ETF's, Mutual Funds and Alternative Investment Strategies. Before joining SSgA, I was a Vice President in the equity research capital markets group at Morgan Stanley. Prior to Morgan Stanley I was Director of National Sales at Independent Research Group/TSCM and held positions in sales and national account management with Oppenheimer Funds and as a financial planner with American Express Financial Advisors. I began my career in the securities industry in 1989 as the manager of clearing and trust operations for the Midwest Clearing Corporation and have over 25 years investment management experience.less