Director, Investor Relations

• Mar 2023 - Present

Vice President, Investor Relations

• May 2020 - Mar 2023

• Supervises & leads a team of analysts & associates responsible for investor relations initiatives across the company’s real asset product platform • Coordinates the onboarding of new client relationships and conducts fund closings• Point of contact for the firm’s top public and private equity clients• Works collaboratively with all departments, including portfolio managers and research analysts daily• Creates custom reporting which includes client portfolio performance, attribution, and market commentary• Produces and distributes additional deadline driven investor materials as needed• Responsible for establishing best practices and streamlining processes• Manages client portal which houses firm and client specific data • Founder/Chairman of the Corporate Social Responsibility Committee• Member of the CenterSquare ESG Committee Show less

Senior Associate, Investor Relations

• Jan 2016 - May 2020

• Acted as point of contact for the firm’s public and private equity clients, consultants and internal personnel.• Worked collaboratively with all departments, including portfolio managers and research analysts to deliver results.• Created custom reporting for clients including portfolio performance, attribution, and market commentary• Produced and distributed deadline driven materials including capital call and distributions, RFIs and quarterly reports.• Contributed to proposal production and provides updated information on marketing and sales related presentations.• Responsible for competitor analysis and market intelligence for the internal sales team.• Responsible for the execution of audit on all global consultant database entries for marketed strategies.• Responsible for assisting with the on-boarding process for new accounts.• Founder/Chairman of the Corporate Social Responsibility Committee. Show less

Senior Business Development Analyst

• Jul 2008 - Jan 2016

• Supported the firm’s relationships with global investment consultants by communicating data and information on existing products, providing strategy updates, and keeping consultants abreast of new products • Gathered and analyzed data necessary for any incoming request for proposals (RFPs) across multiple asset classes • Responsible for training and managing incoming analysts within Aberdeen’s graduate rotation program • Conducted competitor analysis used to launch new funds and product offerings • Maintained global external consultant databases as required (monthly, quarterly, annually) • Completed deadline driven ad-hoc requests, searches, quarterly and monthly client/consultant updates • Coordinated with other company locations globally in order to deliver accurate information to investment consultants • Member of the Aberdeen Asset Management Charitable Foundation Show less

Analyst-Trade Support-Client Services Group (Institutional Securities)

• Jan 2007 - Jul 2008

• Supported Institutional Equity Sales Trades on the Listed, OTC, International, Programs and Electronic trading desks. • Was the main point of contact between the Morgan Stanley sales trader and roughly 100 clients comprised of some of the worlds major financial firms including Deutsche Bank, Goldman Sachs and Merrill Lynch • Established relationships with institutional clients – point of contact for issues, advice, and/or solutions • Set-up and maintained accurate client account information including share price, account delivery instructions, commission rates and overall trade details. • Booked all client trades accurately and timely using a wide array of trading system on trade date as per instructions from the client and Morgan Stanley trading desk. • Followed up on high risk trade discrepancies and buy-in market trade fails as requested by management in a timely fashion. Show less

Media and Analytics Coordinator

• Feb 2005 - Jan 2007

• Generated weekly and monthly client performance reports. • Provided analysis and reporting of current campaigns. • Tracked and reported on inquiry conversion rates and cost. • Set up international campaigns using Adwords and Adwords Editor. • Worked on bid management in efforts to achieve a favorable CPI. • Involved in creating and maintaining internal campaign to reach potential new clients. • Worked in various other company efforts including: researching and writing for the corporate blog and implementing and tracking auto reply email efforts. Show less