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Served as a business development professional for the Private Banking group. Primary responsibility is sourcing and closing new relationships with high net worth individuals

Business development in the instituional segment for an alternative asset management platform.

Served as the business development officer for a Multi-Family Office with approximately $2B under advisement.Primary responsibility was sourcing and closing new relationships with ultra high net worth families in the Pittsburghregion. Was also responsible for recruitment of financial technicians with the ability to drive new business to the firm, aswell as creating and implementing an effort to actively cultivate new relationships from existing clientele.

Primary responsibility was business development for both the hedge fund-of-fund and individual alternative strategybusiness lines. Instrumental in securing substantial new relationships in the firm's core high net worth business linethrough a strategic plan emphasizing collaboration with a prospect's existing advisors. In addition, acted as the sales leadin starting the effort to market both lines to the institutional market.Was responsible for securing the largest relationship in the firm's twelve year plus history ($30MM), and served asprimary contact and advisor for several of the firm's largest partners.

Led a team of investment professionals within the high net worth area of the bank. Accountable for both individual andteam revenue goals in investment management, trust and private banking cost centers. Coordinated contact and referralflow between the team and the corporate and retail banking networks.Team was consistently in the top tier in the region.

Was responsible for business development within the private client area of the bank. Accountable for individual revenuegoals in all areas of the bank network, as well as referral goals to various segments of the organization.Consistently in the top tier within the Pittsburgh region, and was instrumental in establishing ongoing relationships withseveral business initiatives that support the life science and technology areas in Western Pennsylvania.

Primary responsibility was leading both business development and the investment teams at a regional investment advisoryand financial planning firm. Firm assets grew substantially over tenure, as did the average net worth of new clientsbrought into the firm.Integral in building a joint venture with one of the area's largest independent CPA firms to establish an investmentadvisory arm.

Responsible for gathering assets from independent investment advisors throughout the region, ranging from smallfinancial planners to mutual fund company platforms. Accountable for all product lines including equity, fixed incomeand money market mutual funds.Assets grew across all business lines, and relationships established with some of the largest mutual funds and clearinghouses in the region.

Internal position focusing on client service and trade processing for the company Bank Trust Division.