Senior VP, Atlanta-based Regional Director for Aristotle's Advisory Channel. Representing Aristotle's investment capabilities to broker/dealer financial advisors in the Southeast.

Responsible for marketing and sales of investment strategies for institutional and high net worth clients via financial intermediaries.

Institutional Sales & Client Relationship Management. Successful teamwork with Consultant Relations, New Business Development & Client Services to help accelerate approval of firms' strategies and customized outcomesRetained Clients for over a decade and encouraged them to join Franklin Templeton's Client Representative ListInteracted with Offshore & International Senior Franklin Templeton Directors to mutually win several ultra-high net worth clients & sovereign wealth plansCross sold emerging market equity, debt, real estate & hedge funds to institutional clientsGenerated incremental new business via Institutional Direct Sales efforts in the Public Fund/Taft Hartley area while assuming dual role with Broker/Dealer marketplaceRetail sales & advisor relationship management. instrumental in creating and implementing the business plan for the merger of the Separately Managed Accounts (SMA) divisions of Templeton & Franklin. Eventually incorporating "Fiduciary Trust" (a NY investment manager purchase in 2001) mandates as well and integrating their servicesEnhanced sales results by cross selling all Franklin Templeton mutual funds (over 75 global offerings across different market cap structures, styles and sectors) Directed internal team to liaison and support 35 East Coast wholesalers as Subject Matter Expert for all types of separate accounts (UMA's, SMA's, Dual Contract & Institutional) across all channels (Institutional, NYSE, IBD, RIA & Internal Bank Trust) Upgraded marketing tools which enhanced education of our customer experience and ultimately led to more sales and better client retentionExcelled as top quartile sales producer consistently over 18 years. Presented and successfully on-boarded accounts over $5 million to endowments, foundations & corporate board of trustees. Generated revenue from top 10% broker/dealer consultants such as Barron's top 100 across such firms as Merrill, Wells, Morgan Stanley & UBS

Responsible for marketing internal and external money management programs to sales force of 7,000 representativesDeveloped retirement plan proposals for Defined Benefit & 401(k) opportunities integrating internal proprietary product along with best of breed outside managersPrepared asset allocation analyses for clients generating an increase in revenues of 35% annually for three years straight