CEO and founder launched in 2021. FCN partners with MSCI to deliver efficiency, discovery and transparency to the alternative investment community to allow for a more holistic approach to capital allocation process. Oversee all business, operation and financial decisions.Securities services provided through Pickwick Capital Partners, LLC Member FINRA and SIPC

Top ranked institutional sales person globally at MSCI. My clients include the leading banks, asset managers, family offices, wealth management firms and hedge funds. Manage and develop client base across all market risk and credit risk products for the New York metro region. Supervise over $17 million in annual revenue; generate on average over $2.4 million in new sales yearly and increased revenue base by over 30% year over year.

Conducted sales and marketing of new issue private placement high yield transactions and secondary high yield and distressed debt securities to hedge funds and asset management firms.

Conducted sales and marketing of high yield and distressed debt securities to hedge funds and asset management firms.• Analyzed and created research bulletins for high yield and distressed credits. • Managed in-house project to determine the firm’s top clients and identify new clients which led to the firms best revenue year in 2003

Assistant Vice President/Senior Fixed Income Sales Coordinator • Conducted sales and marketing of new issue and secondary investment grade corporate bonds, split rated corporate issues and preferred stock for the highest producing taxable fixed income region with annual revenues of $10MM• Managed team of nine individuals to coordinate the annual business plan, which generated over $25MM in sales revenue; coordinated branch travel efforts and developed strategies to increase fixed income business• Addressed the entire sales force of 11,000 financial consultants over Radio FCN, the national daily morning research call, providing sales and marketing strategies related to fixed income products• Consulted on investment inquiries for clients; created and executed portfolio analysis, swap strategies and asset allocation• Mentored and trained new sales coordinators on government and corporate productsFixed Income Sales Coordinator – Government Desk • Conducted sales and marketing of US Agencies, CDs, US Treasuries and mortgage backed securities for retail and institutional accounts, generating over $12MM in annual government related fixed income revenue • Successfully launched the national CD advertising campaign which led to a 100% increase in CD sales for 1999; revenues doubled from $5.5 billion to $11 billion• Analyzed performance levels for revenues generated and identified market trends to grow fixed income business • Published articles in Salomon Smith Barney’s internal marketing journal, The Financial Consultant, which provided advice on how to utilize and market fixed income products• Conducted training seminars as one of the youngest product teachers for new financial consultants on how to prospect with fixed income products at the national training facility in Hartford, Connecticut