Results oriented, highly accomplished senior level financial services executive. A leader in building firm revenue with a strategic direction complemented with excellent leadership and business development skills. Strong client orientation, integrity and initiative. Extensive experience in intermediary, direct and institutional distribution channels. Cultivate relationships with colleagues, prospects and clients that produces results. Demonstrated ability to represent multiple-product firms with an ability to explain and discuss sophisticated investment products and strategies. Background includes P&L responsibility, extensive sales and presentation experience, fee and contract negotiations, client communications, relationship management and building dedicated sales and client servicing teams. Consistently developing new markets to generate added sources of revenue and profitability. Entrepreneurial, ethical, creative self starter. Area of Specialties:Investment Consultant RelationsSub AdvisoryDefined Benefit PlansDefined Contribution/401kInsurance Companies - General Account/ProductsPublic Plans Endowment/Foundations Non U.S.- Consultant RelationsNon U.S. - Fund Sub Advisory
Listed skills include Investments, Mutual Funds, Leadership, Business Development, and 17 others.