Developing new business for Pathway's private equity, private credit, and real assets / infrastructure strategies with institutions across the western half of the United States

• Served as the strategic investment adviser to public, corporate, and Taft-Hartley pension plans representing nearly $20 billion.• Won mandates from public, corporate, and Taft-Hartley clients for discretionary & non-discretionary, private market, and risk advisory services.• Expanded and deepened network of potential new clients through direct outreach efforts, conference presentations, and finals presentations.

Strategic advisory services for small- to mid-sized corporations seeking to raise capital, expand product lines, segment markets, and other similar initiatives.

Client service executive to institutional separate account investors.

• Corporate management & oversight. Supported C-suite executive team in all matters related to the asset management division including financial analysis, competitive analysis, quarterly earnings release support, and related matters.• Corporate development. Conducted buy-side analysis of acquisition targets including financial modeling and product assessments. Key member of the deal team that completed the $3.7B acquisition of Citigroup’s Asset Management business. Reviewed over 20 other strategic relationship opportunities.• Mutual fund management. Led product development, distribution, pricing, and compliance projects. Presented to the Legg Mason Funds Board on various issues. Member of the Global Managed Investments Management Committee, responsible for overseeing all management, distribution, and governance of the mutual fund lineup. Member of the Legg Mason Fund Valuation Committee.

• Managed 401k client-service teams dedicated to serving the business unit’s largest affinity-group client.• Completed Prudential’s Advanced Management Development Program (AMDP).