Managing Director, Investor Relations - Wealth Management

• Oct 2022 - Present

Deerpath Capital Management, LP is a leading provider of customized, cash-flow based senior debt financing to lower-middle market companies across diverse industries. The firm has offices in New York, Chicago, Fort Lauderdale, Houston, Boston, Los Angeles, London, Seoul, and Sydney. Deerpath Capital Management, LP is a leading provider of customized, cash-flow based senior debt financing to lower-middle market companies across diverse industries. The firm has offices in New York, Chicago, Fort Lauderdale, Houston, Boston, Los Angeles, London, Seoul, and Sydney.

Contract Project (Confidential)

• Oct 2019 - Sep 2022

• Global alternative investment distribution focused on developing private wealth/family office/RIA/UHNW investors and platform routes to market. • Alternative risk investment platform/products • Global alternative investment distribution focused on developing private wealth/family office/RIA/UHNW investors and platform routes to market. • Alternative risk investment platform/products

Head Of Distribution

• Oct 2018 - May 2019

Global Head of Sales & Marketing

• Oct 2015 - May 2017

• Managed global distribution of Private Credit and Emerging Market Debt strategies for $14 billion, London, UK-based investment division of Gulf International Bank (Owner: Public Investment Fund of Saudi Arabia; HQ: Bahrain). • Managed global distribution of Private Credit and Emerging Market Debt strategies for $14 billion, London, UK-based investment division of Gulf International Bank (Owner: Public Investment Fund of Saudi Arabia; HQ: Bahrain).

Managing Director

• Sep 2012 - Sep 2015

• Managed capital raising for aircraft leasing fund and private credit investment fund for start-up merchant bank partnership focused on recapitalizations and M&A advisory services for US community banks. • Managed capital raising for aircraft leasing fund and private credit investment fund for start-up merchant bank partnership focused on recapitalizations and M&A advisory services for US community banks.

Global Head of Financial Institutions

• 2010 - 2012

• Managed Financial Institution distribution for $325 billion asset management division of Aviva Insurance. Leader of 25-person team focused on global and regional private banks, wealth managers, and retirement trust managers. • Managed Financial Institution distribution for $325 billion asset management division of Aviva Insurance. Leader of 25-person team focused on global and regional private banks, wealth managers, and retirement trust managers.

Global Head of Financial Institutions

• 2008 - 2010

• Responsible for Barclays Wealth Private Bank global investor relationship. Managed executive-level relationships spanning nine key markets: London, Geneva, Paris, Monaco, New York, Frankfurt, Singapore, Gibraltar, and Hong Kong. • Responsible for Barclays Wealth Private Bank global investor relationship. Managed executive-level relationships spanning nine key markets: London, Geneva, Paris, Monaco, New York, Frankfurt, Singapore, Gibraltar, and Hong Kong.

Co-Head, Liability Driven Investment (LDI) Sales

• 2001 - 2008

2005 - 2008: • Leader of US market business launch of LDI solutions unit targeting corporate defined benefit (DB) pension plans, including plan sponsors, outsourced CIOs (OCIO), and Investment Consultants. 2001 - 2005: • Managed 16-person sales team covering 300+ branches and 3,000+ UBS Wealth Management advisors. • Increased AUM from $5 billion to $25 billion in long-term assets and generated $60 million of revenue in separately managed accounts, mutual funds, alternative and multi-manager investment strategies. • Led Western Division to consistently rank #1 in market share of assets in the UBS Wealth Management for separately managed accounts and liquid multi-alternative and multi-manager funds. Show less

National Sales Manager

• 1999 - 2001

• Hired to lead start-up (now: NYSE: ENV) sales and client servicing for a private equity-backed investment fund platform used by 60,000 Registered Investment Advisors (RIAs). • Hired to lead start-up (now: NYSE: ENV) sales and client servicing for a private equity-backed investment fund platform used by 60,000 Registered Investment Advisors (RIAs).