I provide asset management firms with tailor made strategic solutions that optimize their performance. Leveraging over 10 years of business experience in the asset management industry, I take a global perspective and track developments and dynamics across the industry. Working in partnership with executive teams, I help to address a range of corporate strategic and personnel challenges. I have helped to restructure organizations, boost the performance of sales and marketing, and launch and improve investment capabilities. I have also advised both new and established firms as they navigate the market turbulence caused by a rapidly changing environment, evolving consumer expectations, and unpredictable regulatory frameworks. My assignments have ranged from corporate strategy and assisting with cultural transformations to performance improvement and organizational effectiveness, through executive search and team lift-outs, team and executive stakeholder centered coaching, and hands on strategic consulting.

Responsible for managing the overall strategic business relationship between BNY Mellon Asset Management/Dreyfus and large financial intermediary clients with focus on: 1. Asset and Revenue Growth through strategic placement of strategies on preferred platforms 2. Asset Retention 3. Create strategic partnering opportunities for entire enterprise- with a primary focus on revenue generation 4. Establish and Maintain relationships with key decision makers at intermediary firmsI was responsible for top-down product distribution of all BNY Mellon investment strategies though various vehicles including: mutual funds, SMA, CIT and sub-advised opportunities, through key home office decision makers including senior management, due diligence teams, research analysts, platform/program managers, relationship managers, internal and external sales forces in an effort to increase shelf space and capability awareness.I have had responsibility for: BOA/Merrill Lynch/US Trust, MorganStanley SmithBarney, LPL, Wells Fargo, Raymond James, Commonwealth, AIG, Edward Jones, HSBC

AXA Distributors. Territory included Texas and the West Coast. Sold $775M in variable annuities during a single year.