Associate Director, Institutional Services

• Apr 2021 - Present

Director

• May 2016 - Mar 2019

• My primary focus was providing product line and strategy expertise to fuel growth for a $40B in AUM during a period of substantial change, including organizational restructuring and personnel reassignment. • I worked with the junior members to provide guidance on how best to defend the fund’s short-term performance to retain investments in some of the company’s largest funds. • We regularly worked across departments in representing a specific strategy or group of strategies to brainstorm ideas against competitors and approve finished products. • I also helped oversee the development and dissemination of marketing and sales solutions for the global equity income and value strategies, both active and passive, globally for retail and institutional clients.• Among my key achievements were creating and launching new products that drove asset and revenue growth, shifting marketing solutions from a product-based to more comprehensive approach, and rebuilding institutional presences after a restructuring of both Value and Income teams. Show less

Director

• Aug 2013 - May 2016

• This was a senior-level position that focused more on setting vision, business plan, and execution framework for a $45B global equity platform.• I directed marketing for this platform that included global income; global, international, and US SMID; mid-cap; long horizon; sector-specific (healthcare, IT, and financials); and dividend-focused equity strategies. • I also supported sales with our marquee clients as the senior-most firm representative.• My team of 5 junior strategist were distributed across 2 investment teams and locations in the US and UK. My focus with the team was on professional development to not only meet targets but also provide paths for advancement.• Among my key achievements were launching a technology closed-end fund in just 2 weeks, leading 100+ meetings annually to defend and sustain platform’s AUM, and instilling the corporate culture to shape the next generation of leaders. Show less

Vice President

• Aug 2008 - Aug 2013

• When the company was in a period of rapid growth, I was able to make an unusual transition from sales into product strategy, which then led to multiple promotions and ultimately VP level by 2009.• We functioned in a team environment to develop and consistently update the global strategy for our $100B flagship multi-asset portfolio.• I worked with the investment team to create, refine, and publish product positioning and value-added collateral to decision makers and retail/institutional stakeholders, including sell-side analysts, intermediaries, and private investors.• I provided product expertise that was used by marketing to craft top-in-class marketing materials covering equities, fixed income, and currencies.• Among my key achievements were: producing messaging that differentiated the company and its products from its competitors and significantly growing AUM by helping employees focus on relationship building and customer retention. Show less

Associate, Asset Manager Advisor

• Aug 2006 - Aug 2008

• I was recruited into this position as a key member of the front-line sales team. My responsibilities covered driving revenue and market share in New York territory with more than $900M in annual sales across vehicles such as mutual funds, SMAs, and alternatives. • I initiated and sustained meaningful relationships with client-facing teams to ensure delivery of an exceptional client experience. • There was an extensive focus on learning the industry and asset management as well as working with internal wholesalers and external partners.• My biggest accomplishment during this time was being part of the team that developed and executed strategies that captured and grew market share among former Merrill Lynch financial advisors, which expanded territory sales. Show less