Experience

FTSE Russell, An LSEG Business

• United Kingdom
• Financial Services
• 200 - 300 Employee

• Head of Americas, Index Investments Group

  • Jan 2022 - Present

  The Index Investments Group brings together the client facing teams that help launch and raise AUM for all index based investments including ETFs, Derivatives, Structured Products and Funds. We provide a unified approach for our clients that support the ecosystem from the large pension providers to advisers making index decisions for the end investor.

• Director, Global Strategic Account Manager

  • Jan 2018 - Present

  Responsible for FTSE Russell’s global relationship with some of our largest financial institutions including banks, asset managers and ETF providers. Responsibilities include leading revenue generation, product adoption and education, as well as working closely with our clients through providing key consultative solutions and focused relationships at all levels.

• Head of EMEA, Global Stategic Account Management

  • Aug 2020 - Feb 2022

  I manage the team in EMEA who work closely with our clients to create investment solutions powered by our data and indices with a focus on sustainable investments.



Morningstar

• United States
• Financial Services
• 700 & Above Employee

• Sales Director

  • Jan 2012 - Dec 2017

  • Lead Business Development for 15 global accounts exceeding $1 million in new sales annually.• Formed strategic partnerships with key clients such as Fidelity Investments, Vanguard, Columbia-Threadneedle, Legal & General, Barclays, State Street Global Advisers, Goldman Sachs and Morgan Stanley.• Assigned to mentor new sales team members by providing guidance, shadowing meetings and reviewing client communication • In 2015, negotiated, secured and processed the renewal of $2.2 million in annual revenue using Salesforce.com for revenue prediction and recognition. Show less

• Instiutional Account Manager

  • Feb 2005 - Dec 2011

  Institutional Account Manager, UK Business 2005-2011• Oversaw all current and new business for up to 30 institutional accounts with services across product ranges including: financial data feeds, fund research platforms, web tools solutions, fund and equity rating redistribution and investment consulting services.• Negotiated largest multi-year pan-European contract ever achieved by the business to this point for total contract value of $1.3 million. • First US salesperson selected to be transferred abroad and take the lead on the development of UK sales moving from transaction to solution based selling. • Received Sales Excellence Award in 2009 for achieving the highest volume of new sales across EMEA. Show less

• Institutional Investment Consulting

  • Apr 2003 - Feb 2005

  Oversaw all sales and new client relationships for the consulting division. Presented overview of Morningstar and the breadth of the Consulting Group’s capabilities. Working with institutional clients to create investment solutions including asset allocation, portfolio creation, manager selection and co-branded solutions resulting in contracts averaging $100,000 per year.



Nuveen, a TIAA company

• United States
• Financial Services
• 700 & Above Employee

• RVP

  • Aug 1998 - Jun 2001

  Organized all sales activities for Los Angeles territory including: preparing presentations while maintaining contact with top 100 clients, scheduling and planning meetings and organizing weekly travel plans. · Presented features and benefits to 100+ sales representatives, that increased new and existing business to $100 million while enhancing brand awareness. · Built a solid foundation of trust and dependability by interacting with an average of 50 clients on a daily basis that resulted in exceptional customer service. · Ranked # 1 in sales of 18 wholesalers by selling over $100 million in one month during a $1 billion dollar company wide IPO (Initial Public Offering). Show less