Experience

Great Lakes Advisors®

• United States
• Investment Management
• 1 - 100 Employee

• Managing Director-Institutional Sales & Client Service

  • Jul 2023 - Present

  United States



TriLinc Global, LLC

• United States
• Investment Management
• 1 - 100 Employee

• Director-Institutional Sales & Consultant Relations

  • Mar 2020 - Mar 2023

  Greater Chicago Area



Semper Augustus Investment Group LLC

• Managing Director of Distribution

  • 2018 - 2019



BMO Global Asset Management

• Director-Relationship Management

  • Oct 2011 - 2017

  Chicago, IL. Responsible for direct sales of all Global investment strategies to Institutional plans in 21 states. Top sales professional over 5 years, selling 9 different strategies to Institutions greater than $1 Billion.



OakBrook Investments, LLC

• United States
• Investment Management

• Director of Marketing

  • Jul 2007 - Oct 2011

  Lisle, IL. Responsible for future direction of Sales and Marketing effort of firm. Member of four person management team. Created sales and marketing strategy for this investment boutique, resulting in 150% growth in AUM over 4 years.



Northern Trust Global Investments

• Relationship Manager

  • 2006 - Jul 2007

  Chicago, IL. Responsible for servicing Institutional National Account clients(41) and generating new revenue. produced $3 million in new revenue.



Banc One Investment Advisors

• Director-Institutional Sales

  • 1995 - 2004

  Responsible for leading a team of 28 sales professionals focused on the sale of investment management services to Corporate, Non-profit, Public Fund, Taft-Hartley and 401K clients. Experienced 100% increase in annual sales revenue from $15 million in 2000 to $30 million in 2002.