Leader of a highly efficient and well-accomplished sales and service team focused on endowments, foundations, Taft-Hartley, public and corporate plans located in the southeast region of the country• Accountable for approximately $6M in annualized gross revenue for 2020: $2M net revenue• Created diagnostic risk management tool for use by senior management to evaluate all high AUM/revenue clients using four proprietary “health” metrics of risk• Successfully represent more than a dozen investment strategies (including ESG, MAS and Retirement Income) to institutional clients and prospects• Manage a strategic referral program with key Wholesale partners to strengthen existing banking relationships• Plan, coordinate and lead symposia events in partnership with clients, prospects, intermediaries, and other stakeholders to deliver time sensitive content and to build relationships with leading regional plan sponsors• Conduct annual performance reviews and on-going training for team members to ensure peak level performanceWELLS FARGO ASSET MANAGEMENT, Charlotte, NC February 2001 - 2018Sales Director - Large MarketsTwo decades of experience building significant client relationships with a wide spectrum of institutional plan sponsors in the Mid-Atlantic and Southeast region of the country• Consistently ranked in the top-decile of gross revenue production over the tenure of my employment as an institutional sales person• Directly generated more than $15B AUM over tenure across a full spectrum of fixed income, long-only and hedged equity mandates• Expertise in all aspects of retirement plan services, including DC and DB strategic segments• Utilized prior consultant experience to provide collaborative support related to asset liability and plan structure design by institutional clients