Experience

United Church Funds

• United States
• Financial Services
• 1 - 100 Employee

• Vice President, Institutional Relationships

  • May 2020 - Present

• Director, Institutional Relationships

  • Jul 2019 - May 2020

  Lead client development and retention strategies and activities for a faith-based socially responsible investment management firm with 1,100 institutional relationships and cumulative assets under care of $850 million. Manage a team of professionals engaged in a dynamic sales-driven environment, and oversee a national sales pipeline of potential institutional faith-based investors. Directly work with existing clients to educate, formalize, and execute best practices of institutional investment management and fiduciary responsibility and oversight, including detailed portfolio reviews, Board-level education workshops, and reviews and administration of investment policies.

• Senior Executive, Business Development

  • Feb 2013 - Jul 2019


Howell Financial Services, Inc.
• United States
• Investment Banking
• 1 - 100 Employee
• Financial Advisor

  • Aug 2009 - Jan 2013

R.L. Hulett & Company, Inc.
• Business Development

  • Oct 2007 - Jul 2009