Client Relationship Manager
CurrentCurrent- Manage Cushing's relationship with New York Life Investments and their wholesalers nationwide. As a subject matter expert, independently represent a broad array of strategies tied to the Energy and MLP sectors including: Hedge Funds, Open and Closed End Mutual Funds and SMAs. Provide portfolio-level field support to external sales reps and investor clients through individual meetings and group presentations.11/11 (with Portable Alpha) to 7/14, Regional Wholesaler: consistently achieved #1 sales ranking for Cushing Asset Management.