Experience

Amundi US

• United States
• Financial Services
• 700 & Above Employee

• Vice President Regional Wholesaler

  • Jun 2018 - Present



Legg Mason (Acquired by Franklin Templeton)

• United States
• Financial Services
• 700 & Above Employee

• Director Of Business Development

  • Jun 2003 - Mar 2017

  Developed offshore funds distribution business for US South East and Central America. Deployed consultive approach through both engagement and servicing to enhance client experience through all market cycles. Maintained constant communication with Key Managers and shared with clients their macro views, portfolio results and market observations. Distributed offshore funds through many channels: wire houses, broker/dealers, and banks; in Latin America, US west coast, south east coast, and Caribbean. Conducted training programs for new internal wholesalers for their daily responsibilities. Show less



Franklin Templeton

• United States
• Financial Services
• 700 & Above Employee

• Internal Wholesaler

  • Aug 2001 - Jun 2003

  Maintained existing clients and developed new clients in US West Coast, distributing broad range of offshore funds in conjunction with external wholesaler. Contributed with other territories needs to accomplish sales and client services. Conducted training programs for new internal wholesalers for their daily responsibilities. Identified and crystallized other business opportunities with potential clients in many territories. Maintained existing clients and developed new clients in US West Coast, distributing broad range of offshore funds in conjunction with external wholesaler. Contributed with other territories needs to accomplish sales and client services. Conducted training programs for new internal wholesalers for their daily responsibilities. Identified and crystallized other business opportunities with potential clients in many territories.