Managed dynamic partnerships and relationships for this alternative investment firm with a unique focus on income-producing private equity, serving Financial Advisors and Institutional investors dedicated to identifying alternative investment solutions for their accredited investors. Increased investment opportunities by leveraging product expertise to educate financial intermediaries on the benefits of engaging in a dynamic working relationship.Demonstrated the drive and vision necessary to lead due diligence activities for GPB Capital programs with $1.5B in assets under management, including managing the relationships with selling group members.Conceptualized, developed, and presented business performance metrics to educate the sales staff and financial advisors on the KPIs driving GPB Capital fund performance.

Advanced to a position of greater scope and authority to serve as due diligence and relationship manager for a respected commercial real estate investment organization with lucrative selling and custodial agreements with top companies, including Charles Schwab, Pershing LLC, Fidelity Investments, and TD Ameritrade. Managed due diligence and built relationships with 30+ firms, including five of Cole’s top ten broker-dealer relationships that accounted for 35% + of the firm’s annual sales revenue of $275M+.Optimized profitability and performance by developing and strengthening client relationships and orchestrating dealer-specific solutions for both new and current product offerings.Secured lucrative selling agreements, adding to the bottom-line, through strategic partnerships with senior management and national accounts. Drove competitive advantage within the marketplace by identifying and partnering with senior management to offer new lower sales commission share class products. Represented the company’s brand by attending and delivering product presentations at conferences. Leveraged the opportunity to boost proficiency on current trends and market developments and make strategic connections as well as productive relationships.Enhanced customer satisfaction while servicing new or existing programs for clients, including Kestra Financial, Ladenburg Thalmann Independent Brokerage and Advisory firms, and Voya Financial Advisors.Mentored colleagues on strategies to build and maintain relationships with key clients while fully managing their expectations.

Reporting directly to the Senior Vice President, served as key strategist and visionary in charge of overseeing all tactical planning across business lines, including sales, legal, operations, and real estate. Employed strong project management skills to lead several projects concurrently, including product launches. Delivered maximized support to the board of directors meeting and led new vendor qualification study.Increased performance and efficiency by streamlining the executive committee deck to simplify the view of capital markets which resulted in a 40% reduction in the number of slides. Simplified capital market analysis and increased the visibility of KPIs.Brought on to the RIA channel, a new business line that developed a new Daily NAV fund generating $15M+ monthly in sales and $750M in assets under management. Played a critical role in the development of CRM strategies, business performance management, and the optimization of wholesaler territory maps.