• Strategize with senior level management on fund performance, flows and market share to assess areas for growth and improvement.• Develop reports that combine the firms’ fund flows and organic growth relative to the asset management industry that will be used for the board of directors to understand market trends.• Created proprietary competitive intelligence dashboards on PowerBi to shorten the sales cycle for distribution and strategic accounts teams.• Produce industry trends insights for Retail and Institutional sales teams to define competitive market requirements and uncover growth opportunities. • Manage relationships with third party vendors as the subject matter expert for Morningstar Direct, Simfund, eVestment, and Allego.

• Facilitated the execution of go-to-market plan by creating detailed analytical intelligence reports versus our competitors in Equity, Fixed Income and Alternative Collaborate.• Liaised between sales and portfolio teams to answer strategy related questions, host conference calls and send proactive emails detailing the teams’ outlook.• Developed core product content for omni-channel marketing campaigns to drive positive downstream impact on revenue to meet both short and long-term goals.• Curated timely content for external sales channels, including thought leadership, webcasts, and podcasts.• Experienced across Global Equities, Infrastructure, Natural Resources and Multi-Asset solutions.

• Increased firm market share in Mutual Funds, Separately Managed Accounts and ETF’s through consultative sales approach using extensive alternative investment and firm product knowledge• Advised operations, marketing, data, and sales teams to create bespoke campaigns to expand productivity• Conducted sales demonstrations to cultivate new business and expand existing relationships• Utilized Tableau for lead generation and pipeline management to build business plans to achieve sales quota

• Generated $500M in assets by increasing market share 2.5 times each year.• Increased client base 21% by utilizing investment expertise to sell proprietary portfolio optimization software.• Awarded “Consultant of the Year 2015” by Senior Management for achieving top outside sales representative.• Attained top territory in sales 2011 - 2015 by incorporating data driven approach, utilizing advanced knowledge of Salesforce.com, and staying organized and persistent in client communication.• Led 32% upselling increase among existing clients by employing consultative sales approach in promoting 35 products, including hedge funds, private equity, mutual funds and structured products to Investment Advisors.• Created $4M new revenue and retained $26M current assets by presenting new investment opportunities to clients.• Collaborated with Senior Management and provided advice and oversight on direction of department while serving as Advisory Council Member.

• Formed effective client campaign by providing liaison communication between Sales and Marketing.• Designed efficient and streamlined sales process by serving as management appointed Salesforce.com expert and educator for group best practice sessions.• Consulted clients on proper asset allocations by analyzing current asset flow market trends.• Led proactive email and call campaigns to drive sales and retain existing clients.

• Educated clients on personal trading by maintaining deep understanding of executing equity, mutual fund, ETF, and basic option trades.• Applied understanding of securities industry, including bid / ask spreads, market / limit / stop orders, and margin accounts to appropriately advise clients.• Facilitated Vanguard clients with placing, status, and execution of individual security orders.

• Recommended best practices to clients by maintaining knowledge of intricacies of various 401(k) plans, IRAs and Mutual Funds.• Spearheaded weekly market re-cap e-mail to inform peers and upper management.• Advised 401k participants by evaluating and recommending proper investment solutions to meet financial goals.