Experience

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  Schafer Cullen Capital Management

  • Greater New York City Area

  • Managing Director

    • Feb 2013 - Present
    • Greater New York City Area

    Responsible for the distribution of Schafer Cullen's investment products for both our domestic (US) business, as well as Offshore business lines. We focus our Offshore distribution efforts in Europe, Latin America, Asia Pacific and Australia. I cover distributors' fund analyst research groups focusing on International, Emerging Markets, US large cap and US small cap mandates. In addition, I am the lead into these firms' product management group and senior executives. Our offshore sales efforts are concentrated into US NRC, South America, Spain, Switzerland, Italy, Germany, UK, Hong Kong, Singapore and Australia. When traveling in these countries, I will also be the Portfolio Client Manager representing our strategies. In addition, I also focus on finding sub-advisory relationships and growing those relationships over time. Finally, I am lead on many of our product development efforts on new strategies and vehicles, such as Active ETFs and SMAs.

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  Bank of America Merrill Lynch

  • Greater Boston Area

  • Managing Director, Global Funds Solutions

    • Aug 2005 - Jan 2013
    • Greater Boston Area

    From 2009 until 2013, I was responsible for the offshore mutual fund product line for the three Merrill Lynch international regions - EMEA, Latin America and Asia Pacific. Worked on the International fee-based, mutual fund, ETF, insurance and money fund product lines. Restructured the purpose of the group from an operational focus to one focused on sales and product management. In 2010, I led a team of 6 associates on a 15-month project with China Construction Bank (CCB) in Beijing to help them develop a mutual fund sales process for CCB’s Client Managers. The project also included a focus on asset allocation, product management and fund research. Pilot program delivered a 400% increase in the closure ratio of clients approached.While at Bank of America (from 2005-2009) was responsible for the Investment Solutions Group, a team of 28 associates, who ran the Consulting Services Group (fee based programs), mutual fund, 529 plan, UIT, collective investment fund, insurance and annuity product lines for our channel partners, BAI & US Trust. Member of Investment Committee, BAI Risk Committee and Insurance Committee. The product lines generated over $400M in annual revenue and had $80B in AUM.

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  John Hancock

  • Greater Boston Area

  • Director, John Hancock Financial Network

    • Jan 1999 - Aug 2005
    • Greater Boston Area

    Managed a team of investment and life insurance sales specialists selling mutual funds, fee-based programs, 529 plans, separate accounts and life insurance to John Hancock's career agency system. Senior staff member responsible for corporate strategy and product development of our firm's fee-based mutual fund and sma product lines.

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  PaineWebber

  • New Jersey, United States

  • Assistant Vice President

    • 1993 - 1996
    • New Jersey, United States

    Internal wholesaler managing Southeast territory selling proprietary and non-proprietary mutual funds to PaineWebber brokers. Traveled with portfolio managers and presented at regional and branch meetings. Hosted and interviewed portfolio managers on a weekly radio broadcast call to over 6,500 brokers about their fund and market outlook, followed by an actionable sales idea. Created and managed marketing and sales support for PaineWebber’s closed-end funds.