Experience

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  European Credit Management

  • California

  • Director, Pension Business Development

    • 2006 - 2008
    • California

    Responsible for new business development and client service for institutional pension business in the U.S. for this global investment management company (ECM). The fixed income long-only and long/short products employ interest rate swaps, foreign exchange trades, TRS, index proxies, CDS, other re...

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  BoardEx

  • California

  • Western Regional Sales Director

    • 2004 - 2005
    • California

    Responsible for new business in a 21 state region for this global research company. Closed a $50,000 annual revenue account with a major university endowment. This U.K. company, newly expanding in the U.S. market, chose to eliminate their U.S. resources after eight months.

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  DeMarche Associates Inc

  • California

  • Investment Management Consultant

    • 2002 - 2004
    • California

    Responsible for building an investment consulting practice on the West Coast. Created a pipeline by introducing DeMarche to 125 DC prospects, 50 DB, foundation, and endowment prospects. Restructured a $2.5 billion 401(k) plan for a major Silicon Valley corporation. Closed an additional three acco...

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  Turner Investment Partners

  • Greater Philadelphia Area

  • Marketing Director, promoted to Partner

    • 1995 - 2002
    • Greater Philadelphia Area

    Initially hired to raise assets from the institutional marketplace. Brought in 28 new institutional accounts with $1.4 billion in initial assets, most from sources new to Turner. New accounts sourced from public funds, corporations, endowments and foundations across the country. Was eventually r...

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  Bank of America

  • California

  • Director of Sales and Marketing

    • 1993 - 1994
    • California

    Developed new business program for the institutional asset management subsidiary, BofA Capital Management, formed in 1993, by consolidating all the investment capabilities of Bank of America and its acquisitions. Evaluated capabilities, determined marketing strategy, hired sal...

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  Bradford & Marzec

  • Greater Los Angeles Area

  • Marketing Director

    • 1989 - 1993
    • Greater Los Angeles Area

    Solely responsible for new business and client service at this fixed income only firm. Investments included the full range of fixed income investments including high yield and distressed debt. Grew assets to $1.8 billion from $700 million. Developed marketing strategy and presentation materials....

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  Equitable Capital Management Corporation

  • Greater New York City Area

  • Vice President

    • 1987 - 1988
    • Greater New York City Area

    Equitable Capital managed $26 billion that belonged primarily to the parent insurance company. Was sole new businessperson in a startup effort to pursue outside assets. Functioned as a consultant to analyze a 50-member fixed income investment department. Identified seven viable products; evaluate...

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  Salomon Brothers

  • Greater New York City Area

  • Vice President

    • 1984 - 1987
    • Greater New York City Area

    Salomon Brothers played a leading role in applying mathematical concepts to investment objectives, and provided trading expertise to implement those concepts. One of three specialists that successfully sold this expertise to corporate borrowers, plan sponsors, investment advisors, trust departmen...

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  A.G. Becker & Co,

  • see below

    • 1971 - 1984

    Managing Director - Fixed Income Research, New York, NY (1983-1984)Provided corporate finance expertise for the sale of computer-delivered research business to a major investment banking firm. Senior Vice President - Chicago, IL (1978-1983)Amassed a revenue base in excess of $1 million/year for ...