Experience

Managed Asset Portfolios, LLC

• United States
• Investment Management
• 1 - 100 Employee

• Managing Director

  • Oct 2019 - May 2020

  Rochester, Michigan, United States - Introduced new investment advisory and management programs to financial advisor community - Created and introduced brand awareness and marketing resources for program distribution - Developed educational training and coordinated regional teleconferences * Duration of employment was circumvented due to nation-wide pandemic of COVID 19



CION Investments

• United States
• Financial Services
• 1 - 100 Employee

• Regional Vice President Marketing

  • Apr 2017 - Jul 2017

  Philadelphia, Pennsylvania, United States - Opened and introduced new Alternative strategy within Advisor community - Created brand awareness and relationship building across all channels - Managed Multi-State territory



Griffin Capital Company, LLC

• United States
• Financial Services
• 1 - 100 Employee

• GRIFFIN CAPITAL SECURITIES - SENIOR VICE PRESIDENT, MARKETING

  • Feb 2015 - May 2017

  - TERRITORY: Oklahoma, Arkansas, Louisiana, Mississippi, Alabama - CHANNEL: Wirehouse (including: Morgan Stanley), Independent Broker-Dealer, Banks - Opened and introduced new Alternative strategy within the Financial Advisor community - Created multi-zone territory across 5 states focusing on 3 Broker-Dealer channels - Marketed Alternative ’40 Act Fund, BDC; Acted as distributor for Phillips Edison REIT - Averaged 40 appointments and contacts weekly - Partnered and… Show more - TERRITORY: Oklahoma, Arkansas, Louisiana, Mississippi, Alabama - CHANNEL: Wirehouse (including: Morgan Stanley), Independent Broker-Dealer, Banks - Opened and introduced new Alternative strategy within the Financial Advisor community - Created multi-zone territory across 5 states focusing on 3 Broker-Dealer channels - Marketed Alternative ’40 Act Fund, BDC; Acted as distributor for Phillips Edison REIT - Averaged 40 appointments and contacts weekly - Partnered and co-presented with Portfolio Managers and Advisors - Enhanced brand awareness through follow-up, entertainment & relationship building - Developed educational training model via webinars, and direct telephone presentations - Highest Advisor Performance Production, grew territory from $0 to to $27M - Highest Average Ticket per Advisor, $38K; Largest Single Ticket, $750K Show less



FS Investments

• United States
• Financial Services
• 300 - 400 Employee

• FRANKLIN SQUARE - VICE PRESIDENT, REGIONAL SALES DIRECTOR

  • Mar 2011 - Jun 2013

  - TERRITORY: Arkansas, Kansas, Louisiana, Oklahoma - CHANNEL: Independent Broker-Dealer, Banks - Aligned firm goals and initiatives to revitalize neglected South-Central territory - Introduced and managed the BDC Alternative Strategy through key Independent Broker-Dealers - Created awareness & built relationships across channels via meetings, conferences and seminars - Distributed approved current informative sales and marketing pieces - Managed multi-state multiple zone… Show more - TERRITORY: Arkansas, Kansas, Louisiana, Oklahoma - CHANNEL: Independent Broker-Dealer, Banks - Aligned firm goals and initiatives to revitalize neglected South-Central territory - Introduced and managed the BDC Alternative Strategy through key Independent Broker-Dealers - Created awareness & built relationships across channels via meetings, conferences and seminars - Distributed approved current informative sales and marketing pieces - Managed multi-state multiple zone territory, while organized and having a full calendar - Designed and implemented Regional Portfolio Manager “Quarterly Updates” - Contributed Alt Strategy articles and commentary for IBD newsletters and communication - Original $5M territory grows to $43M in first 8 months - $73M total for 2012, 63% increase from prior year - 20% “Year-Over-Year” growth - #4 region for percentage sales growth out of 25 regions Show less



Strategic Storage Holdings, LLC

• Real Estate
• 1 - 100 Employee

• STRATEGIC CAPITAL HOLDINGS - REGIONAL VICE PRESIDENT, MARKETING

  • Jun 2009 - Mar 2011

  - TERRITORY: Arkansas, Colorado, Kansas, Louisiana, Missouri, Nebraska - CHANNEL: Independent Broker-Dealer, Banks - Promoted highly regarded Self-Storage REIT within a multi-state territory - Structured corporate initiatives to achieve goals, generate sales and identify opportunities - Educated and mentored Advisors on key criteria related to self-storage industry - All-Cash property purchase, high-dividend returns and highlighted national property locations - Created and… Show more - TERRITORY: Arkansas, Colorado, Kansas, Louisiana, Missouri, Nebraska - CHANNEL: Independent Broker-Dealer, Banks - Promoted highly regarded Self-Storage REIT within a multi-state territory - Structured corporate initiatives to achieve goals, generate sales and identify opportunities - Educated and mentored Advisors on key criteria related to self-storage industry - All-Cash property purchase, high-dividend returns and highlighted national property locations - Created and promoted awareness and brand recognition throughout IBD and Bank channels - Keynote speaker for annual Self-Storage Symposium, advisor meetings and conferences - Fastest growing territory in sales, 125% increase in first year; #2 in sales, for 2009 & 2010 Show less



Transamerica

• United States
• Financial Services
• 700 & Above Employee

• TRANSAMERICA - REGIONAL VICE PRESIDENT, MARKETING

  • Jul 2007 - Nov 2008

  - TERRITORY: Arkansas, Oklahoma - CHANNEL: Independent Broker-Dealers, Banks - Extensive knowledge of territory and Independent Broker-Dealers - Operated a 2-state, 7-zone territory with central focus on LPL, Commonwealth and Cambridge - Partnered and co-presented with Primary Sub-Account Relationships and Advisors - Marketed “Best Performing” Variable Annuity in Industry - Coached all levels of management & advisors on sales projects to promote territory growth - Surpassed… Show more - TERRITORY: Arkansas, Oklahoma - CHANNEL: Independent Broker-Dealers, Banks - Extensive knowledge of territory and Independent Broker-Dealers - Operated a 2-state, 7-zone territory with central focus on LPL, Commonwealth and Cambridge - Partnered and co-presented with Primary Sub-Account Relationships and Advisors - Marketed “Best Performing” Variable Annuity in Industry - Coached all levels of management & advisors on sales projects to promote territory growth - Surpassed regional and national sales goal performance by $13M Show less



AIG

• United States
• Insurance
• 700 & Above Employee

• AIG SUNAMERICA - REGIONAL VICE PRESIDENT, MARKETING

  • Nov 2006 - Jul 2007

  - TERRITORY: North Texas, Oklahoma, Arkansas - CHANNEL: Wirehouses, Independent Broker-Dealers, Banks - Partnered with my Internal Wholesaler to revive and renew abandoned territory - Traveled to reconnect current Regional Management and former Key Advisor producers - Partnered and presented with National Sales Managers and Key Account personnel - Marketed new “Seasons” Variable Annuity - Created regional “Seasons Sales Focus,” a regional conference call to all Advisor… Show more - TERRITORY: North Texas, Oklahoma, Arkansas - CHANNEL: Wirehouses, Independent Broker-Dealers, Banks - Partnered with my Internal Wholesaler to revive and renew abandoned territory - Traveled to reconnect current Regional Management and former Key Advisor producers - Partnered and presented with National Sales Managers and Key Account personnel - Marketed new “Seasons” Variable Annuity - Created regional “Seasons Sales Focus,” a regional conference call to all Advisor contacts - Fastest growing territory for Western Region, first 2 Quarters of 2007 Show less



Wells Real Estate Funds

• United States
• Financial Services
• 1 - 100 Employee

• WELLS REAL ESTATE FUNDS - REGIONAL VICE PRESIDENT, MARKETING

  • Jul 2002 - Feb 2006

  - TERRITORY: Arkansas, Louisiana, Mississippi, Oklahoma - CHANNEL: Independent Broker-Dealer, Banks - Revitalized neglected region by renewing advisor relationships - Partnered with top managerial personnel to educate and train $100M+ Advisor offices - Created name recognition in top performing REIT & Real Estate Funds within the industry - Seminar speaker for national and regional events: conferences, IBD meetings and roadshows - Organized and Executed regional “Wells… Show more - TERRITORY: Arkansas, Louisiana, Mississippi, Oklahoma - CHANNEL: Independent Broker-Dealer, Banks - Revitalized neglected region by renewing advisor relationships - Partnered with top managerial personnel to educate and train $100M+ Advisor offices - Created name recognition in top performing REIT & Real Estate Funds within the industry - Seminar speaker for national and regional events: conferences, IBD meetings and roadshows - Organized and Executed regional “Wells University” training program within the territory - Established new producer record of $62M+ annually for territories with less than 1,000 advisors - #3 in REIT percentage sales growth, 2005; #2 Mutual Fund sales leader, 2003 Show less



American Express

• United States
• Financial Services
• 700 & Above Employee

• AMERICAN EXPRESS FINANCIAL GROUP - DIVISIONAL VICE PRESIDENT, MARKETING

  • Aug 1999 - Nov 2000

  - TERRITORY: Midwest & Northeastern Regions - CHANNEL: Independent Broker-Dealer, Banks - Marketed new Variable Annuity for distribution outside internal American Express channel - Gained access to Advisor agreements within Independent Broker-Dealer and Bank channels - Set objectives to achieve growth in BD channels with corresponding sales & marketing activities - Wrote and initiated initial policy & procedures for American Express Financial Group - Interacted and… Show more - TERRITORY: Midwest & Northeastern Regions - CHANNEL: Independent Broker-Dealer, Banks - Marketed new Variable Annuity for distribution outside internal American Express channel - Gained access to Advisor agreements within Independent Broker-Dealer and Bank channels - Set objectives to achieve growth in BD channels with corresponding sales & marketing activities - Wrote and initiated initial policy & procedures for American Express Financial Group - Interacted and presented quarterly goals and results to American Express executive personnel - Co-directed “Start-Up” Wholesaling Operation and co-designed “Signature” Variable Annuity - Produced $300M in Sales in 18 Months Show less