Increased assets under management more than four-fold from $182 million in March 2010 to over $1,000 million as of May 2011. Responsible for global client development mandate increasing client diversity and stability.Successfully negotiated side letter agreements and oversaw all parts of investor diligence process.Responsible for Investor Services post-investment.

Source and identify new investment opportunities across all types of alternative investments, including Real Estate, Private Equity, Fund of Hedge Funds and TimberImplemented post-investment diligence process for monitoring Fund of Funds’ qualitative and quantitative aspects including performance attributionResponsible for oversight of Evergreen Investments sub-advisory fund of fund relationship with over $900 million in assets under managementResearched investment opportunities and strategies leading to first time approval for a BRICs focused private equity fundResponsible for on-going monitoring of ASW Platform relationships accounting for more 40% of platform AUM to date

Sourced, analyzed, and invested in hedge funds, private equity, real estate, and commodity managers.

Led team of analysts in performance measurement and metrics of Evergreen Mutual FundsEvaluated portfolio manager performance to peer groups using Morningstar, LANA, Callan and other peer data basesAutomated the analytic group's reporting packages, reducing production time from 2 days to 3 hoursGenerated reports for senior management to use in determining portfolio manager incentive compensation

Resolved customers' problems in timely and courteous manner by maintaining communication between trading, sales, and operations departments Strengthened client relationships and ensured client satisfaction of over 75 accountsManaged and organized 5 nation-wide sales representatives' schedulesResearched market events on Bloomberg and in trade journals to update the sales team on hedge fund activityCreated and maintained profitability spreadsheets to ensure a 13% profit margin2002-2003 Quellos Capital Management Absolute Return Strategies InternParticipated in the detailed due diligence process of hedge fund managersGained exposure to event driven, fixed income, long/short equity investment methods and fundamental analysis by participating in manager interviewsSelf-directed manager research and continuation of due diligenceContributed to Quarterly Investor Report on current Credit Default Swaps market