Experience

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  Business Advisor

  • Principal
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  Business Advisor

  • Hartford, CT

  • Principal

    • Sep 2010 - Present
    • Hartford, CT

    Insightful business consulting that leads to innovative marketing, sales, and client retention strategies and improved profits

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  Janus Capital Group

  • Greater Denver Area

  • Managing Director, Sub Advisory Sales

    • 2005 - 2010
    • Greater Denver Area

    Director and national sales manager for Sub Advisory sales.Worked with team to set new business and sales strategy to reverse asset run off, increase sales and improve client retention.Assets increased 23% despite 2009 market head winds.

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  Sun Life Financial

  • Greater Boston Area

  • Vice President and Program Manager

    • 2003 - 2005
    • Greater Boston Area

    Managed institutional sales and program management for private placement insurance investment business. Revamped alternative asset management due diligence. Note; Sun Life owned 70% of MFS.

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  MFS Investment Management

  • Greater Boston Area

  • Managing Director, Institutional Asset Management

    • 1998 - 2003
    • Greater Boston Area

    Relationship Manager for top global clients. Set marketing strategy, developed new presentation materials. Client Portfolio Portfolio, represented investment team. Managed client and internal portfolio analytics.

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  Federated Investors

  • Greater Pittsburgh Area

  • Director, Sub Advised Services

    • 1996 - 1998
    • Greater Pittsburgh Area

    Developed new sub advisory program for bank trust departments.Increased assets by 40%. Developed asset / performance reporting systems.

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  Fleet Bank

  • Providence, Rhode Island Area

  • SVP and Managing Director, Fleet Investments

    • 1993 - 1996
    • Providence, Rhode Island Area

    Directed marketing strategy and managed products for DC, DB, and Private Wealth Clients. Developed new VRU, web site access, and retirement planning software with Peat Marwick.

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  Optima Group

  • Milford, CT

  • Vice President, Senior Consultant

    • 1992 - 1993
    • Milford, CT

    Provided investment marketing, product development, and sales process consulting to super-regional banks including Fleet Bank.

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  CIGNA Investments

  • Hartford, Connecticut Area

  • Vice President, Product Management

    • 1990 - 1992
    • Hartford, Connecticut Area

    Developed outsourced asset management program for mid-size life insurance companies.

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  Shawmut / Fleet Bank

  • Boston, MA

  • Vice President, Group Product Manager

    • 1980 - 1990
    • Boston, MA

    Managed investment, trust, private banking, IRA, and DC products.Moved bank from 42nd in IRA assets to 6th nationally.

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  Bristol-Myers Squibb

  • Hartford, Connecticut Area

  • Specialy Products Salesman

    • 1976 - 1979
    • Hartford, Connecticut Area

    East Coast sales leader. Graduate, Xerox Advanced Sales School.