Focused on new business development within the Workplace Benefits group at Bank of America - Merrill. Working with Institutional retirement & pension plan sponsors on the development and implementation of investment policy, asset allocation, portfolio strategy, Outsourced CIO, and investment management.

Responsible for developing new business relationships with institutional clients and consultants. Aviva Investors manages a diversified platform of fixed income, equity, absolute return, and real estate strategies to meet the specific needs of U.S. based retirement and institutional investors.

Focused on sales of integrated retirement plan services to defined benefit pension plans - including administration, actuarial, and investment consulting services. Strategic services focused on pension plan risk mitigation, dynamic investment policy development, delegated investment management, streamlined administrative servicing, and plan annuitization and termination strategy.

Oversaw and carried out sales of multiple asset class investment capabilities, including US Equity, Non-US Equity, Fixed Income, and alternative investments. Worked with corporations, retirement plan sponsors, foundations, and endowments - presenting to CFOs, Treasurers, and Senior Finance Executives. Coordinated investment reviews. Worked with plan sponsors on Asset Liability Modeling, Asset Allocation, and Liability-Driven Investing as part of bundled and outsourced investment services.

Generating sales of institutional investment management services to defined benefit and defined contribution retirement plan sponsors. Marketed domestic and international equities, fixed income, and real estate products. Worked with stable value and guaranteed investment contract asset class, for use in defined contribution plans. Sold bundled 401k and DB Pension investment & administrative services.