Experience

Virtus Investment Partners

• United States
• Financial Services
• 200 - 300 Employee

• Sales

  • 2014 - Apr 2017



PIMCO

• United States
• Investment Management
• 700 & Above Employee

• Fixed Income Product Specialist

  • Jan 2011 - Dec 2013

  New York, NY • My main role during my tenure at PIMCO was to serve as the portfolio management liaison, both internally with members of the sales team, national accounts and marketing, as well as externally, with financial intermediaries and financial advisors • My responsibilities included acting as the dedicated fixed income product specialist charged with providing direct product support to PIMCO’s wholesalers and Account Managers in client servicing related meetings and conference… Show more • My main role during my tenure at PIMCO was to serve as the portfolio management liaison, both internally with members of the sales team, national accounts and marketing, as well as externally, with financial intermediaries and financial advisors • My responsibilities included acting as the dedicated fixed income product specialist charged with providing direct product support to PIMCO’s wholesalers and Account Managers in client servicing related meetings and conference calls • I regularly participated in seminars, conferences, and workshops hosted by financial intermediaries and financial advisors as a featured speaker, delivering the firm’s intellectual capital, market insights and economic outlook • I was also tasked with training internal sales professionals as well as colleagues in national accounts and marketing on PIMCO’s investment philosophy and process and investment solutions (including mutual funds, ETFs, separately managed accounts and closed-end funds) • Widely acknowledged as the resident expert on all things related to industry level trends, including flows across broad asset classes, product categories and the competitive landscape Show less



Allianz Global Investors

• Financial Services
• 700 & Above Employee

• Vice President, PIMCO Portfolio Specialist

  • Jan 2006 - Jan 2011

  New York, NY • My responsibilities centered around providing the sales team with product support, representing and communicating PIMCO’s investment philosophy and process, economic outlook and portfolio strategies on client servicing related conference calls and meetings • I assumed responsibility for training for sales professionals and colleagues in national accounts and marketing on PIMCO’s investment philosophy and process and investment solutions • I collaborated closely with sales and… Show more • My responsibilities centered around providing the sales team with product support, representing and communicating PIMCO’s investment philosophy and process, economic outlook and portfolio strategies on client servicing related conference calls and meetings • I assumed responsibility for training for sales professionals and colleagues in national accounts and marketing on PIMCO’s investment philosophy and process and investment solutions • I collaborated closely with sales and marketing to develop and manage presentation and marketing materials to enhance financial advisor’s familiarity and understanding of new and existing products

• Internal Wholesaler

  • Mar 2004 - May 2006

  Greater New York City Area • As a member of the internal sales team, I was responsible for the distribution and support of PIMCO, NFJ, RCM and Allianz Global Investors Capital mutual funds, managed accounts and closed-end funds • During my tenure I managed several multi-billion dollar territories, in conjunction with external counterparts • I regularly consulted with financial advisors on the selection of appropriate investment solutions for their clients, in accordance with prevailing economic conditions… Show more • As a member of the internal sales team, I was responsible for the distribution and support of PIMCO, NFJ, RCM and Allianz Global Investors Capital mutual funds, managed accounts and closed-end funds • During my tenure I managed several multi-billion dollar territories, in conjunction with external counterparts • I regularly consulted with financial advisors on the selection of appropriate investment solutions for their clients, in accordance with prevailing economic conditions, goals, and risk tolerances • My colleagues nominated me as the recipient of the award for the “Best Work Ethic”