Experience

AMG Wealth

• United States
• Financial Services
• 100 - 200 Employee

• VP, Distribution Intelligence/Analytics & Sales Operations

  • Jan 2021 - Present

  Conshohocken, Pennsylvania, United States

• Director, Distribution Intelligence/Analytics & Sales Operations

  • Jan 2013 - Jan 2021

  Conshohocken, Pennsylvania, United States Lead the Distribution Intelligence efforts and Sales Operational aspects of US retail distribution at AMG Funds, including: data management, data stewardship, distribution reporting/analysis/insight/metrics, pricing and contract support, lead generation and management, support of overall sales strategy, design/develop/implement sales compensation schedule and processing … with a focus on data integrity, effectiveness and analysis. Manage the Sales Operations Department which oversees the… Show more Lead the Distribution Intelligence efforts and Sales Operational aspects of US retail distribution at AMG Funds, including: data management, data stewardship, distribution reporting/analysis/insight/metrics, pricing and contract support, lead generation and management, support of overall sales strategy, design/develop/implement sales compensation schedule and processing … with a focus on data integrity, effectiveness and analysis. Manage the Sales Operations Department which oversees the suite of sales tools, CRM and data utilized by the distribution organization across all regions and channels. Partner with key Distribution, Technology, Marketing and Finance teams to develop critical Distribution Intelligence and Distribution enablement capabilities and tools aligned to deliver on AMG Funds' strategic priorities and objectives. Project management responsibility for the execution of change management, new business and product initiatives. Work with Sales Leadership to create and regularly prepare reporting packages and analyses of firm flows, product flows and business line flows to support overall sales strategy. Charged with creating regular reporting packages and analysis reports of key indicators and metrics to measure both field sales activity and related results … while providing ad-hoc analysis and decision support.

• Director, Solutions Product Manager

  • Aug 2010 - Dec 2012

  Conshohocken, Pennsylvania, United States Responsible for coordinating the many activities performed throughout the firm to allow firm to grow a profitable solutions product business. Partnered closely with all functions - Corporate Accounts, Marketing, Investment Research, Separate Account Services, Mutual Fund Services, Legal & Compliance, Sales, Finance and IT - to collaboratively develop and execute effective business plans for the solutions based products. Worked with appropriate operational teams at the firm and externally to… Show more Responsible for coordinating the many activities performed throughout the firm to allow firm to grow a profitable solutions product business. Partnered closely with all functions - Corporate Accounts, Marketing, Investment Research, Separate Account Services, Mutual Fund Services, Legal & Compliance, Sales, Finance and IT - to collaboratively develop and execute effective business plans for the solutions based products. Worked with appropriate operational teams at the firm and externally to ensure the products operate efficiently and support the client service model. Partnered with the Advisor Relationship Manager and Regional Managers to understand the desired client service model and ensure the products and services support the needs of the advisors. Worked with Investment Research, Sales, Marketing and the New Products Committee to identify and prioritize product enhancement/development opportunities and create a product development plan. Created effective business reporting and analyze results with the goal of improving the management of the business.

• Manager/Director, Separate Account Services

  • Nov 2005 - Aug 2010

  Conshohocken, Pennsylvania, United States Responsible for all functions of the Separate Account Services department. The Separate Account Services department included 6 - 11 employees ranging from AVP to Junior Associates. Responsibilities included developing and maintaining Affiliate and Sponsor relationships; Creating policies to improve or add structure to current processes; Reviewed quality control reports to ensure there are no errors and policies are applied; Worked closely with Compliance to ensure industry regulations are… Show more Responsible for all functions of the Separate Account Services department. The Separate Account Services department included 6 - 11 employees ranging from AVP to Junior Associates. Responsibilities included developing and maintaining Affiliate and Sponsor relationships; Creating policies to improve or add structure to current processes; Reviewed quality control reports to ensure there are no errors and policies are applied; Worked closely with Compliance to ensure industry regulations are being followed; Manage and coordinate the department’s workload to ensure the overall goals are meet; Interact with other managers to build relationships and improve workflow processes; Built and maintained Hyland OnBase Workflow functionality for departmental functions.

• Senior Associate/Manager - Equity Trader/Team Leader

  • Mar 2000 - Nov 2005

  Conshohocken, Pennsylvania, United States Performed supervisory responsibilities over group of 8 traders in the absence of the team manager; Designed and implemented numerous Excel Macros to improve productivity; Gathered and analyzed trade information for Best Execution monitoring and review; Performed rebalance of accounts for reallocation of assets within client accounts; Processed tax-planning request for individual accounts; Investigated and resolved trading problems.



Vanguard

• United States
• Financial Services
• 700 & Above Employee

• Senior Associate/Supervisor - International and Domestic Fund Accounting

  • Jun 1998 - Mar 2000

  Malvern, Pennsylvania, United States Supervised and mentored 3 associates; Reviewed daily fund accounting process for offshore funds based in Ireland; Responsible for review of material impacts to daily NAVs for Vanguard funds.