Managing Director, North America Institutional SalesPalmetto Advisory Group serves as a marketing and distribution partner to emerging managers across both traditional and alternative asset classes.• National institutional fund raising direct to plan sponsors, consultants, RIA’s and OCIO’s.• Collaborate with each distinct investment firm to develop & execute new business strategy.• Firms represented manage small growth, large value, quantitative enhanced index, municipal… Show more Managing Director, North America Institutional SalesPalmetto Advisory Group serves as a marketing and distribution partner to emerging managers across both traditional and alternative asset classes.• National institutional fund raising direct to plan sponsors, consultants, RIA’s and OCIO’s.• Collaborate with each distinct investment firm to develop & execute new business strategy.• Firms represented manage small growth, large value, quantitative enhanced index, municipal bonds, long/short unconstrained equity, commodities and a life sciences venture fund & foundry.• Achieved new buy ratings, built advocacy across tier 1 & regional consultants and plan sponsors. Show less

Managing Director, Head of North America Consultant RelationsMSIM, comprised of 27 investment teams organized across six segments of the market: equity, fixed income, real assets, private credit & equity, multi-asset & solutions and liquidity. • Led the North America Institutional Consultant Relations business with a focus on growth and partnership.• Player/Coach: Managed team of seven consultant relations professionals responsible for $75 billion of institutional AUM. As an… Show more Managing Director, Head of North America Consultant RelationsMSIM, comprised of 27 investment teams organized across six segments of the market: equity, fixed income, real assets, private credit & equity, multi-asset & solutions and liquidity. • Led the North America Institutional Consultant Relations business with a focus on growth and partnership.• Player/Coach: Managed team of seven consultant relations professionals responsible for $75 billion of institutional AUM. As an individual contributor, served as lead relationship manager for strategic global and tier 1 consultants on the east and west coasts.• Defined measurable metrics across the business and created individual and team reporting. Reorganized coverage to emphasize a relationship manager model not bound by geography.• Developed a consultant strategy to expand MSIM’s reach creating an emphasis on operating within the triangle of senior leadership, research and field consultants.• Promoted a collaborative culture, driven by shared business objectives across the institutional business emphasizing teamwork with the investment teams, sales, relationship management and marketing.• Instituted an Investment Champion role to better serve the investment teams by creating discipline around product prioritization aligned with consultant and client trends. Led the efforts with the fixed income business and the growth equity team. Show less

Managing Director, Northeast Team Leader Global Consultant RelationsBlackRock manages active, passive, alternative and multi-asset products. BlackRock Solutions provides risk management, advisory and enterprise investment system services.• Senior team leader for consultant relationships with shared client accounts in excess of $100 billion. Managed the northeast region of three CR professionals and mentored junior team members.• Developed business plans and executed strategy… Show more Managing Director, Northeast Team Leader Global Consultant RelationsBlackRock manages active, passive, alternative and multi-asset products. BlackRock Solutions provides risk management, advisory and enterprise investment system services.• Senior team leader for consultant relationships with shared client accounts in excess of $100 billion. Managed the northeast region of three CR professionals and mentored junior team members.• Developed business plans and executed strategy for several global and regional tier 1 consulting firms to drive and protect business. Effectively positioned the broad investment and risk management platforms of BlackRock with research, senior leadership and field consultants. Assets under advisement in the region increased by over $44 billion.• Together with the fixed income team and colleagues from multiple channels, led the initiative to raise a new strategic income strategy from seed capital to over $25 billion in a three-year period. • Identified and targeted a trending institutional market for a global tactical asset allocation portfolio that historically had only been offered through retail channels. Succeeded in raising over $1 billion.• Worked with the head of Aladdin (risk management solutions) to expand the business to include working with investment consultants and other asset allocators.• Participated in the sales effort to raise $750mm for Private Equity Partners (PE fund of funds).• Collaborated with account and portfolio management teams to win new business, provide dynamic service to clients and consultants and feedback market intelligence.• Instituted initiative to expand the breadth and effectiveness of field consultant interactions with teammates across the Global Client Group.• Investment champion for active equity, natural resources/energy and opportunistic credit investment teams. Show less

MFS manages equity, fixed income and multi-asset products for global institutional and retail investors. • Managed consultant relationships across the east coast; coordinated global and regional coverage with internal colleagues. Developed and executed strategy to increase breadth of product ratings and drive new business.• Focus areas included US/global/EAFE/emerging equity, core plus fixed income, emerging debt.• Built strong internal relationships across the global institutional… Show more MFS manages equity, fixed income and multi-asset products for global institutional and retail investors. • Managed consultant relationships across the east coast; coordinated global and regional coverage with internal colleagues. Developed and executed strategy to increase breadth of product ratings and drive new business.• Focus areas included US/global/EAFE/emerging equity, core plus fixed income, emerging debt.• Built strong internal relationships across the global institutional business, portfolio management teams and retail (defined contribution, sub-advisory, intermediary platforms).• Member of the global consultant advisory team and the defined contribution task force. Show less

State Street Research, acquired by BlackRock in 2005 managed equity, fixed income and alternative products on behalf of institutional and individual investors. • Prior to acquisition, responsible for national coverage of investment consulting firms. • Developed consultant sales strategy; collaborated with sales, client and portfolio teams. • Key capabilities included small & large cap growth equity, natural resources/energy, core plus & short duration fixed income and customized… Show more State Street Research, acquired by BlackRock in 2005 managed equity, fixed income and alternative products on behalf of institutional and individual investors. • Prior to acquisition, responsible for national coverage of investment consulting firms. • Developed consultant sales strategy; collaborated with sales, client and portfolio teams. • Key capabilities included small & large cap growth equity, natural resources/energy, core plus & short duration fixed income and customized liability driven investments (LDI).Vice President, Institutional Sales• New business development officer, clients included public & corporate pension and defined contribution plans, insurance companies, sub-advisors and endowments & foundations. Territory encompassed 23 States across the U.S. institutional market. Show less