Ed Burton Email and Phone Number

• Regional FP&A lead for three separate lines of business totaling over $900bn in net assets and $1.5bn in net revenue• Manage multiple teams, both domestically and internationally, in leading the FP&A support model for the businesses • Oversee incentive compensation plan for US Funds sales team of over 300 individuals• Lead initiative to align global relationship pricing practices• Managed the transition of both the North American Institutional and Global Insurance Solutions FP&A support model from New York to Columbus

• Collaborate directly with sales to foster relationships with, and provide service for, major Institutional clients • Liaise with multiple global and domestic business partners to provide a best in class client experience• Interact daily with large Financial Intermediary clients to provide operational support and enhanced solutions• Engage regularly with operations teams to identify and action work flow improvements

• Manage $125M expense budget covering multiple business units• Trusted business partner and subject matter expert in performing numerous fee and expense analyses for multiple internal clients including Portfolio Management teams, Product Development, Finance, JPM Private Bank and Corporate Accounting • Led internal initiative to align an antiquated operational process that also cleared $5M in expense from JPMIM's books• Oversee and manage relationships with 5 different external sub-administrators

• Serve as relationship manager for multiple high net worth clients, coordinating services from multiple business units• Analyze product pricing/balance new business opportunities with maintaining 30-40% department profit margin• Responsible for strategic initiatives with a focus on team structuring & development• Leveraged strong client relationship to gain new business resulting in an additional $350K in annual firm revenue • Responsible for integrity of monthly valuation, partner allocations & reporting for domestic & offshore hedge funds• Selected from previous role to take on and manage a new book of business in a start up department from the ground up

• Managed the operations relationship for Citi Fund Services’ top revenue client, totaling over $14 billion in AUM• Ultimately accountable for integrity of monthly performance reporting, annual expense budgeting & forecasting, and compli-ance of mutual funds pursuant to the Sarbanes-Oxley Act of 2002• Coordinated and served as lead point person for annual audits• Responsible for the production & review of prospectus and annual financial statements • Multiple promotions from within• Prepared and presented quarterly/yearly objectives and reviews to promote associate progression and growth