Accomplished Institutional Asset Management Professional- Business Development - Client Service - Investor Relations - Compliance and Operations Management - Fundamental Research AnalysisLaunched new strategies and raised institutional assets in International Small Cap, Domestic Small Cap Growth, Mid-Cap Growth, Tactical Asset Allocation, Hedge Funds and Credit strategies.Business development – the marketing, sales and client service process in institutional asset management are purposeful tasks that can and need to be organized as systematic work.As a senior executive in business development, I have designed and executed, in systematic fashion, a defined, disciplined, consistently applied marketing, sales, client service process and fundamental research analysis. Foundational to this “Process” is the intentional establishment of Purpose. Purpose defines the “heart” of the organization through:- Mentor Leadership - A Passion to Serve: Serving others, which ultimately benefits the individual and the organization- Culture: Core values – Collaborate, encourage, equip and uplift
Listed skills include Equities, Asset Management, Alternative Investments, Investment Management, and 46 others.