• In response to Brexit, established a new business unit and office to serve European clients and monitor more than $40 billion in mutual fund assets domiciled in Luxembourg for non-US clients.• Built a team of over 25 members with the experience and regulatory qualifications required to be licensed for discretionary portfolio management and investment advice in the EU.• Appointed by the Luxembourg regulator for daily oversight of investment management and distribution.

• Built an institutional global equity and fixed income business in EMEA. Assets under management grew from less than $100m to over $30 billion in separate accounts with 150+ clients.• Established relationships with the largest institutional investors across Europe and the Middle East that resulted in significant AUM growth with high client retention and cross-sell rates contributing to a highly profitable business. • New assets represented more than half of the firms’ non-US… Show more • Built an institutional global equity and fixed income business in EMEA. Assets under management grew from less than $100m to over $30 billion in separate accounts with 150+ clients.• Established relationships with the largest institutional investors across Europe and the Middle East that resulted in significant AUM growth with high client retention and cross-sell rates contributing to a highly profitable business. • New assets represented more than half of the firms’ non-US institutional client assets and about 20% of the firm’s global institutional assets under management.• Recruited, developed, and retained an experienced and talented team of institutional sales, relationship management and consultant relations professionals. • Designed and implemented a strategic business plan that increased market share in the UK, Nordics, Benelux, Germany, Switzerland, Middle East and Africa winning mandates from the largest public and private pension funds, sovereign wealth funds, insurance companies, and banks. • As a Director in the UK for the EMEA region and a Director of MFS Meridian Funds domiciled in Luxembourg, had oversight responsibility for risk management, operations, and governance in addition to distribution and marketing. Show less

• As one of the initial MFS employees in the EMEA region, successfully built the foundation for future sustained growth by cultivating relationships directly with major institutional investors in multiple markets across Europe.• Directly built relationships with local consultants in regional markets while coordinating with global consultant relations team for due diligence required to gain investment strategy ratings. • Worked closely with the relationship management team to pursue… Show more • As one of the initial MFS employees in the EMEA region, successfully built the foundation for future sustained growth by cultivating relationships directly with major institutional investors in multiple markets across Europe.• Directly built relationships with local consultants in regional markets while coordinating with global consultant relations team for due diligence required to gain investment strategy ratings. • Worked closely with the relationship management team to pursue cross-sell opportunities and increase client retention. Show less

Vice President, European Institutional Sales, London 1998 - 2000Responsible for developing relationships and generating new business with corporations and financial institutions across Europe. Marketed customized separate accounts and mutual funds with a focus on equity, fixed income, and liquidity solutions.Vice President, Asia Institutional Sales, Hong Kong 1996 - 1998… Show more Vice President, European Institutional Sales, London 1998 - 2000Responsible for developing relationships and generating new business with corporations and financial institutions across Europe. Marketed customized separate accounts and mutual funds with a focus on equity, fixed income, and liquidity solutions.Vice President, Asia Institutional Sales, Hong Kong 1996 - 1998 Developed new business by marketing a wide range of investment products to central banks, government agencies, financial institutions, and corporations. Covered China, Japan, South Korea, Philippines, Thailand and Vietnam. Assistant Vice President, Global Investment Administration, New York 1993 - 1996Worked with the investment team to manage global administration of equity and fixed income. Coordinated with trading, custody, legal and compliance in the US, Europe and Asia.Assistant Treasurer, Private Clients, New York 1992 - 1993Provided investment solutions for Fortune 500 corporate executives and established lending facilities and investment diversification plans for closely held blocks of company stock. Show less

Followed equity, fixed income, currency, and precious metals markets. Focused on trading for private clients with responsibility for portfolio lending and collateral control.

Completed the corporate training program at the New York headquarters. Supported the investment team in Hong Kong followed by corporate credit analysis for the loan team in New York.