Helping design the curriculum for education on behalf of the CalAlts organization and members.

• Investor Relations & Business Development: Built and strengthened partnerships with RIA Enterprise relationships, RIAs, OCIOs, endowments, and family offices.• Sales Leadership: Developed and implemented sales strategies to drive fundraising for private equity, credit, real estate, and secondaries.• Collaboration: Worked closely with senior management to align financial messaging with market trends and company goals.• Industry Analysis: Monitored industry trends and peer performance to guide decision-making and improve investor communication.• Product Launch: Key contributor to the launch of Blue Owl Strategic Equity, leading product development and establishing a new business line.

•Investor relations and business development: Regional focus targeting RIAs, RIA Enterprise platforms, Family Offices, Bank Trusts, and Institutions across the western and central US.•Capital raising: Drove initiatives across diverse alternative asset classes including private equity, private credit, private real estate, hedge funds, and venture capital.•Product Knowledge: Gained in-depth proficiency in Franklin Templeton's Alternative Investment products, aligning them with client needs for optimal advisory. Close collaboration with senior investment teams. •Consultative Client Engagement: Provided fiduciary and investment guidance, enhancing client engagements through strategic portfolio construction discussions.

Sales Growth Achievement: Successfully increased territory sales run rate, recording a growth from $186 million in 2016 to $330 million by 2019.Diversity in Asset Acquisition: Led the division in diversifying asset holder base, introducing the highest number of new $1 million+ asset holders to AB in 3 out of my 4-year tenure.Product Diversification Leadership: Transformed AB territory's product portfolio. Before my stewardship, 4 strategies dominated with over 80% of assets; by my tenure's end, we achieved a more balanced asset distribution with 8 strategies constituting the same 80%.Private Wealth Channel Development: Contribution to the buildout of the Private Wealth (RIA, Family Office and Wire House) Channel, encompassing strategy formation, content generation, comprehensive CRM data management, forging FinTech partnerships (like with iCapital, CAIS), territory blueprinting and effective conference strategies.

Grew territory sales run rate from $250mm in 2011 to $680mm year-end 2014Build out Private Wealth Channel i.e., strategy, content development, CRM data, FinTech partnerships (iCapital, CAIS), territory design, budgeting, conference strategies etc. Delivered investment and business consulting to Investment Advisors, Bank Trusts and Family Offices on a diverse range of investment products, portfolio construction advice, capital market insights.Development of lead generation, sales pipeline, and asset retention strategies for Private Wealth Team.Transformed CRM systems and team technology to increase client data quality, forecasting and pipeline.Mentored junior sales professionals and helped to shape training platform for sales channel.

Regional Sales Representative of the year 2010.Business development in conjunction with external business partner achieving sales goal each year.Identified sales opportunities and advisor needs, cross-sell ideas and introduce new engagement strategies. Optimized asset allocation strategies on behalf of clients based on risk objectives and tolerance. Moved to NY from CO to further financial services career.

Partnered with internal and external team members across multiple regions throughout the country to help develop and prospect new relationships with clients and prospects.Conducted consultative, relationship-building sales calls via the telephone with financial advisors and other licensed professionals.Developed and execute sales plan strategies with the primary focus of prospecting new business.Supported clients by articulating fund objectives, capital markets outlook and investment advice.Identified sales opportunities and client needs to uncover cross-selling opportunities.Developed asset allocation strategies based on client objectives and risk tolerances.Analyzed regional and product sales trends within participating broker/dealer firms to strategically address opportunities.Coordinated with various internal departments and leaders within the organization to provide the highest level of service to our clients.

Responsible for developing a deep knowledge of company credit products, policies and procedures, and underwriting requirements.Provided client education of real estate appraisals, title reports, and real estate transactions.Informed prospective and existing customers of WFHM programs, rates, policies, underwriting requirements, and loan procedures.Analyzed detailed financial and credit data, matching customer needs with an appropriate loan program and level of risk.Received customer applications, quote the rate and points, and complete follow-up activities with the registration lock-in.Developed and maintain a high degree of visibility for Wells Fargo Home Mortgage in the marketplace.