Senior professional with extensive marketing, client service and operations experience in the investment management and financial services industry. Diverse background in traditional and alternative/hedge fund investments across the wealth management and institutional space, covering public plans, corporate DB and DC, endowments/foundations, sub-advisory and high-net-worth/family offices. Specialize in communications and collateral, including presentations, commentaries, papers, factsheets, RFP's, editing and quality control reviews and competitive analysis. Accomplished at developing and executing strategic initiatives to support business development, sales and client retention & growth efforts globally. Skilled at engaging internal & external business partners, and collaborating with executive leadership across organizational structures, to navigate complex objectives. Effective at recruiting, managing and developing staff, prioritizing deadlines and promoting process improvements. Detailed, organized and astute learner who takes initiative and thrives in an evolving workplace. Knowledgeable of regulatory and industry rules, guidelines, and standards, including SEC, FINRA and GIPS.