Experience

Annex Wealth Management

• United States
• Investment Management
• 100 - 200 Employee

• Client Service Manager

  • Nov 2018 - Present



Pegasus Partners Ltd

• Associate Relationship Manager

  • May 2011 - Mar 2016

  Pegasus Partners is a spinoff of Reinhart Partners Wealth Management division. Responsible for all aspects of client services including: account opening, cash movement and quarterly reporting. Pegasus Partners is a spinoff of Reinhart Partners Wealth Management division. Responsible for all aspects of client services including: account opening, cash movement and quarterly reporting.



Wells Capital Management

• Investment Management
• 100 - 200 Employee

• Marketing Consultant

  • Jan 2005 - Nov 2008

  Transitioned to Wells Capital Management after the sale of Strong Investments. Developed marketing materials for portfolio management teams. Provided sales teams with custom marketing materials for new business calls. Calculated monthly sales reports for senior management. Produced quarterly updates for each portfolio team's marketing materials. Responsible for quality control of quarterly pitch books. Gathered representative client list permissions, maintained database of permissions. Transitioned to Wells Capital Management after the sale of Strong Investments. Developed marketing materials for portfolio management teams. Provided sales teams with custom marketing materials for new business calls. Calculated monthly sales reports for senior management. Produced quarterly updates for each portfolio team's marketing materials. Responsible for quality control of quarterly pitch books. Gathered representative client list permissions, maintained database of permissions.



Strong Capital Management

• Institutional Business Group - Marketing Specialist

  • Sep 1999 - Dec 2004

  Developed marketing materials for portfolio management teams. Created materials for client update meetings. Accountable for all marketing related issues within business group. Produced monthly and quarterly updates for each portfolio team's marketing materials. Responsible for quality control of quarterly pitch books. Created custom pitch books for new business presentations. Coordinated annual client conference. FINRA series 6, 63 and 65 licenses.

• Retirement Plan Services - Education Specialist

  • Sep 1996 - Sep 1999

  Created meeting materials and enrollment forms for participant education team. Coordinated punctual delivery of materials for meetings nationwide. Planned annual client conference.