Executive Director - Separately Managed Accounts
CurrentAs Product Manager of our SMA suite of offerings, which is part of an overall asset impact of $2.9BN, I focus on assisting the AAM Sales Teams with prospecting and visiting Independent Broker Dealers and Registered Investment Advisor clients. As an asset gathering resource, I work with AAM Internal Wholesalers on product knowledge and conference calls with advisors as well as traveling with External Wholesalers in their territories throughout the United States. I work directly with the Portfolio Management Team to highlight SMA product offerings across all independent and turnkey asset management platforms. In July 2010 I was promoted to First Vice President – Structured Products. My additional responsibilities included the management of a team of specialists who assisted the sales teams with expanding their structured products and other AAM investment business.