Experience

CSSI

• United States
• Financial Services
• 1 - 100 Employee

• Sales Manager

  • Aug 2016 - Present

  Drawing on nearly 21+ years of sales and consulting experience, I have a strong vested interest in helping my clients succeed with solutions that work. With my problem solving abilities and a keen aptitude for client needs assessment I am tasked to drive revenue growth and business development through proactive management in global sales at CSSI. Drawing on nearly 21+ years of sales and consulting experience, I have a strong vested interest in helping my clients succeed with solutions that work. With my problem solving abilities and a keen aptitude for client needs assessment I am tasked to drive revenue growth and business development through proactive management in global sales at CSSI.



Broadridge Financial Solutions

• United States
• Hospitals and Health Care
• 1 - 100 Employee

• Account Management/Sales

  • Jan 2014 - Aug 2016

  Develop new relationships and maintain current relationships with Institutional firms; including firms registered with the SEC. These firms range in AUM - $100 million to $100 Billion and include Hedge Funds, Mutual Funds, RIA’s, Money Managers, Pension Funds and Mutual Funds. Sell suite of products to Sell Side investment firms including but not limited to: Investor Communication Proxy Voting Service, Class Actions Recovery Service, Forfield Marketing platform, Bonaire Fee Calculation and Billing Service.



MSCI Inc.

• United States
• Financial Services
• 700 & Above Employee

• Institutional Sales

  • Jun 2010 - Jun 2013

  Institutional Sales for ISS | An MSCI Brand Public Company; 1001-5000 employees; MSCI; Financial Services industry July 2010 – Present. Greater New York City Area ISS is the leading provider of corporate governance solutions to the global financial community. More than 1,700 clients rely on ISS' expertise to help them make more informed investment decisions on behalf of the owners of companies. ISS' services include objective governance research and analysis, end-to-end proxy voting and distribution solutions, turnkey securities class-action claims management, and reliable governance data and modeling tools. Current expertise: o Proxy Research & Voting Services o Securities Class Action Research & Filing Services o Mergers & Acquisitions Research o Compensation Governance Research



Institutional Investor

• United States
• Financial Services
• 100 - 200 Employee

• Director - Investor Relations

  • Oct 2006 - Jun 2008

  Director, Investor Relations *Responsible for C-Level institutional sales and relationship management. *Developed and secured new relationships with top institutions. Face to face interviews conducted with Chief/Senior Investment Officers in developing timely, front burner content for programming. *Built deep relations with C-Level and senior investment staff at public plans, endowments & foundations, and investment consultants. *Responsible for 150% increase in consistent audience participation goals while strengthening relations and reputation of Institutional Investor. Expertise in: *Institutional Investment Management *Equity Investment (Long/Short) *Real Assets (Commodities/Timber/Infrastructure) *Institutional manager selection process



TIAA-CREF

• United States

• Senior Consultant

  • Oct 1997 - Sep 2005

  Inside/Outside sales and marketing for all investment products to high net worth clients. Expertise in: Mutual Funds Annuities (Fixed/Variable) Retirement Planning (Accumulation/Distribution) Inside/Outside sales and marketing for all investment products to high net worth clients. Expertise in: Mutual Funds Annuities (Fixed/Variable) Retirement Planning (Accumulation/Distribution)