Financial Advisor

• Mar 2020 - Dec 2021

Collaborated with a team to target a niche market – offered gap insurance protection and wealth management strategies with a focus on tax efficiency. Collaborated with a team to target a niche market – offered gap insurance protection and wealth management strategies with a focus on tax efficiency.

Financial Advisor

• Oct 2018 - Mar 2020

I offered a portfolio of insurance protection & asset accumulation strategies for individuals, families, businesses, and institutions. I offered a portfolio of insurance protection & asset accumulation strategies for individuals, families, businesses, and institutions.

Independent Investment Consultant

• Jan 2018 - Sep 2018

Contract work with consultants advising global institutional investment managers. Contract work with consultants advising global institutional investment managers.

Senior Investment Relationship Manager

• Jan 2015 - Jan 2017

Responsible for proactively servicing the investment needs of institutional clients while seeking new opportunities to grow relationship revenue. Partnered with a large range of organizations, including publicly held corporations, private companies, not-for-profit entities, foundations, endowments, insurance companies, and Taft-Hartley plans. Assisted clients nationwide in areas of investment program design, asset allocation, and recommendation of appropriate investment options.… Show more Responsible for proactively servicing the investment needs of institutional clients while seeking new opportunities to grow relationship revenue. Partnered with a large range of organizations, including publicly held corporations, private companies, not-for-profit entities, foundations, endowments, insurance companies, and Taft-Hartley plans. Assisted clients nationwide in areas of investment program design, asset allocation, and recommendation of appropriate investment options. Experience in developing optimal investment solutions tailored to meet the specific needs of defined benefit plans, defined contribution plans, insurance assets, and balance sheet assets. Managed and expanded the investment relationship, across all levels of the organization, through delivering thought leadership and proactive ideas. Executed a consultative approach in positioning the firm’s proprietary investment strategies.

Director – New Business Development

• Jan 2012 - Jan 2015

Led new business development for the firm's asset management practice. Emphasis on building the Northern Trust Asset Management brand and showcasing the firm’s thought leadership to institutional prospects.

Investment Relationship Manager

• Jan 2005 - Jan 2012

Responsible for both client relationship management and new business development. Worked with institutional clients across various business segments in developing optimal investment solutions tailored to meet specific needs.

Senior Investment Associate

• Jan 2000 - Jan 2005

Supported the efforts of various Investment Client Relationship Mangers across market segments – corporations, public funds, Taft-Hartley plans, etc. Answered day-to-day client/consultant inquiries, reviewed investment performance, completed RFP’s, and prepared presentations & marketing materials for client/prospect meetings.

Senior Fund Accountant

• Aug 1996 - Jan 2000

Daily account valuation for one of the largest relationships at Northern Trust. Daily account valuation for one of the largest relationships at Northern Trust.

Registered Representative

• Sep 1995 - Apr 1996