Experience

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  Cortland Credit Group

  • Chapel Hill, North Carolina, United States

  • Managing Director & Head of US Operations

    • Feb 2024 - Present
    • Chapel Hill, North Carolina, United States

    Leading Cortland Credit's US operations and setting up our distribution networks nationally across the US to attract investor capital through our US Fund.

• 

  Putnam Investments

  • Director, Institutional Management

    • Jan 2020 - Jan 2024

    Sales and consultant relationship executive focused on the institutional business development segment in the Mid-West and Hawaii. Cultivated relationships at every level including plan sponsors, trustees, board members, investment analysts and field consultant centers of influence. Breadth of success achieved across various client types including public, private, endowments, foundations, religious and health care. Sales in a number of unique strategies of over $600M+ with a pipeline that exceeded $2B+ in opportunities.

• 

  OppenheimerFunds

  • Niger
  • Investment Management
  • 700 & Above Employee

  • Managing Director - Institutional Business Development/Consultant Relations

    • Jan 2016 - May 2019

    Sales and relationship executive focused on the institutional business development segment in the West and Mid-West. Cultivated relationships at every level including plan sponsors, trustees, board members, investment analysts and field consultant centers of influence. Breadth of success achieved across various client types including public, private, endowments, foundations, religious and health care. Pipeline exceeded $6B+ in opportunities across a number of unique strategies with multiple searches in final stages representing $1B+ in opportunities.

  • Vice President - Senior Client Institutional Relationship Manager & Business Development

    • 2009 - 2016

    Maintained more than fifty relationships acting as primary contact to OFI's largest institutional clients across the country accounting for more than $12bln in client mandates. Succeeded in gathering over $500mln in new assets with existing clients by cross selling other OFI investment strategies. Responsible for client board presentations and portfolio reviews promoting all aspects of OFI strategies, including firm updates, positioning, performance and outlook.

  • Vice President, Senior 529 Client Relationship Manager & 529 National Sales Director

    • 2005 - 2009

    Primary contact to our 529 state clients and investment partners as well as team leader of our 529 sales effort for the firm. Built the OFI 529 business from $1bln in assets in 2005 to more than $8bln by 2009. Exceptional asset retention skills by negotiating extensions on existing contracts and leading the winning effort on a new RFP with a $2bln+ state client generating significant revenue for the firm.

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  AIM Investments/Invesco

  • First Vice President - Director of Education Savings and Sales

    • 2002 - 2005

    Managed the 529 college savings business including the profit and loss statement. Responsible for marketing, sales and structure of all education savings products and relationship management with state and investment partners. Successfully rebuilt and repositioned the investment lineups increasing the business unit's overall profit margin by 30%. Created and implemented a business development plan leading to increased sales and strategic relationships. Recognized industry leader and frequent conference speaker including the national Million Dollar Round Table event.

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  Merrill Lynch

  • Vice President - Retirement & Section 529 Education Savings Division

    • 1999 - 2002

    Developed one of the nation's first advisor-sold Internal Revenue Code Section 529 plans. Acted as in-house legal advisor and primary contact for firms national 529 plan including serving as relationship manager to multiple state institutional partners and product distributors. Worked directly with financial advisors and high net worth clients and their lawyers/accountants to integrate Internal Revenue Code Section 529 plans into their portfolios.

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  Massachusetts State Senate

  • Special Counsel to the Chairman - Senate Ways & Means Committee

    • 1993 - 1999

    Advised Chairman on legislative priorities including major economic development projects, tax policy and health care initiatives. Developed and analyzed the $20bln fiscal year Senate budget for the Commonwealth of Massachusetts. Worked full-time for the Chairman as a trusted advisor while obtaining my law school degree and passing the Massachusetts bar exam. Consulted with other legislators and industry lobbyists as well as interested service providers on bills pending before the committee.