Experience

WHEB

• United Kingdom
• Financial Services
• 1 - 100 Employee

• Relationship Manager

  • May 2020 - Dec 2023

  London, England, United Kingdom Lead WHEB Asset Management's business development and client relationships in the UK. WHEB is a positive impact investor focused on the opportunities created by the transition to a low carbon and sustainable global economy. WHEB is well known and respected for our experience, expertise and innovation in sustainable and impact investing. WHEB focusses on a single global equity strategy, which has been developed over the long-term and tested across market cycles. WHEB is an… Show more Lead WHEB Asset Management's business development and client relationships in the UK. WHEB is a positive impact investor focused on the opportunities created by the transition to a low carbon and sustainable global economy. WHEB is well known and respected for our experience, expertise and innovation in sustainable and impact investing. WHEB focusses on a single global equity strategy, which has been developed over the long-term and tested across market cycles. WHEB is an owner managed partnership that is incentivised to take long-term decisions. Show less



Vanguard | UK & Europe

• United Kingdom
• Financial Services
• 100 - 200 Employee

• Senior Business Development Executive

  • Apr 2011 - Oct 2016

  London, United Kingdom Responsible for business development and relationship management of asset managers and global banks.

• Business Development Executive

  • Apr 2009 - Apr 2011

  London, United Kingdom Responsible for developing new and managing relationships with wealth management firms, discretionary wealth managers and platforms.



Vanguard

• United States
• Financial Services
• 700 & Above Employee

• Sales Executive, Financial Adviser Services

  • Oct 2007 - Apr 2009

  Greater Philadelphia Area • Responsible for sales & developing relationships with wirehouse advisers in the Mid-America territory through continual individual meetings, seminars, presentations and attendance at client & industry events • Develop and broaden relationships with advisers through understanding the philosophy of adviser/firm; acting as a trusted consultant by using market expertise & product knowledge to match needs with Vanguard’s products and services • Establish and expand Vanguard ETF investment… Show more • Responsible for sales & developing relationships with wirehouse advisers in the Mid-America territory through continual individual meetings, seminars, presentations and attendance at client & industry events • Develop and broaden relationships with advisers through understanding the philosophy of adviser/firm; acting as a trusted consultant by using market expertise & product knowledge to match needs with Vanguard’s products and services • Establish and expand Vanguard ETF investment exposure in adviser practices • Disseminate knowledge pertaining to fee-based business and transitioning transactional business through one-on-one meetings and presentations • Develop & implement long-term relationship growth strategies for key territory prospects • Achieved 23% over sales meeting goals in first year Show less



Legg Mason (Acquired by Franklin Templeton)

• United States
• Financial Services
• 700 & Above Employee

• AVP Sales, Institutional Services

  • Apr 2004 - Jun 2006

  Baltimore, Maryland Area • Responsible for helping build Wealth Management Group within existing $56b Institutional Services department. • Responsible for substantially increasing market share through the distribution of funds and separately managed accounts within IFA, Multi-Family Offices and Turnkey Asset Manager Programs. • Managed new business development & overall relationship management for all clients in western division • Conducted sales & due diligence meetings with prospective and existing… Show more • Responsible for helping build Wealth Management Group within existing $56b Institutional Services department. • Responsible for substantially increasing market share through the distribution of funds and separately managed accounts within IFA, Multi-Family Offices and Turnkey Asset Manager Programs. • Managed new business development & overall relationship management for all clients in western division • Conducted sales & due diligence meetings with prospective and existing clients within territory • Achieved 100% year over year sales growth, brought in over $2.3b in assets Show less



T. Rowe Price

• United States
• Financial Services
• 700 & Above Employee

• Client Manager

  • Jan 2000 - Apr 2004

  Baltimore, Maryland Area Client Manager, Financial Institutions (Apr. 2003 – Apr.2004) • Responsible for building & managing $12b IFA channel within existing $106b Third Party Distribution department • Implemented successful sales strategies to increase market share through funds' distribution within IFA’s, Multi-Family Offices and Turnkey Asset Manager Programs • Initiated and built strong relationships with investment analysts within target IFA and Turnkey Asset Manager firms • Coached sales/client… Show more Client Manager, Financial Institutions (Apr. 2003 – Apr.2004) • Responsible for building & managing $12b IFA channel within existing $106b Third Party Distribution department • Implemented successful sales strategies to increase market share through funds' distribution within IFA’s, Multi-Family Offices and Turnkey Asset Manager Programs • Initiated and built strong relationships with investment analysts within target IFA and Turnkey Asset Manager firms • Coached sales/client service personnel within T. Rowe Price to provide exceptional client service/support Client Liaison, Financial Institutions (Jan. 2000 - Apr.2003) • Developed and managed relationships with target IFA’s nationally through office one-on-one consultations, due diligence meetings and attendance at industry conferences • Provided highly professional and prompt client service to IFA & clearing platforms • Created and executed strategic sales and marketing plans for IFA channel Show less