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Administered affiliated UBS Wealth Management relationship, managing partnership and key account team that supported largest, most critical client. Supervised senior investment capability managers and national account managers. • Develop and implement overall product and platform strategies driving sales into our most profitable and strategically important products and platforms to ensure success• Identify and prioritize overall product opportunities and coordinate distribution and marketing efforts• Define new investment solutions with the highest likelihood of success with the resources available, as a member of the Product Structuring Committee• Partner with UBS WM to provide cross-divisional investment solutions using intellectual capital from both organizations to create client solutions and investment portfolios designed to improve client outcomes• Responsible for increasing UBS AMs platform and product presence across our affiliated WM relationship by working closely with internal constituents to ensure success• Identify and leverage information differentiating AM’s separately managed account, mutual fund and hedge fund investment solutions to our affiliated partner• Conduct client meetings and lead investment portfolio discussions with partner teams including IM&R, IPS, Capital Markets, Portfolio Advisory Group and Advice and Solutions sales desks• Manage thought leadership distribution through the various marketing and information channels available at UBS WM including the daily Morning Notes, weekly Field Leadership Package, weekly sales calls monthly House View Playbook and recurring WMA On-Air segments• Attend and represent AM investment solutions at strategic meetings • Project lead for all collaborative initiatives that require WM/AM partnership including platform

Responsible for the management and promotion of the financial advisor (FA) discretionary investment management platform the firm’s largest and fastest growing managed account program with more than 2,200+ approved financial advisors and $150B AUM. Communicated with senior management, field management and FAs. • Promoted program benefits, efficiencies and features to FAs interested in business optimization, applying scalable, model-based approach.• Presented UBS value proposition to recruits on advisory platforms, emphasizing PMP at VIP trips.• Segmented PMP FA population with incentive-based tier structure to promote growth of individual financial advisor practices upon meeting asset and production goals.• Delivered presentations at regional meetings to large audiences, articulating program features, benefits and enhancements.• Introduced program offering to international branches with follow-up conversations to FAs, setting short-term and long-term goals through program completion.• Expanded program by establishing junior offering with more stringent investment guidelines for FAs not meeting Length of Service criteria.• Introduced several complex investment products that allow FAs to hedge client portfolios, including -1x ETFs, volatility and structured products.• Ensured compliance with firm risk framework through ongoing review of program design.• Facilitated and delivered eight regional meetings annually to educate PMP FAs with investment management and marketing tools focused on practice growth and peer share. • Aided professional development of financial advisors through monthly promotional / practice management workshops.• Developed customizable marketing that enabled financial advisors to tailor client messaging.

Oversaw development and management of Private Wealth Solutions (PWS) proprietary SMA investment platform, comprised of more than 6,800 accounts and $6.1B AUM. Led marketing for platform promotion, education and servicing. Informed clients and financial advisors about portfolios and strategies. • Created 40 new multi-asset portfolios (MAPs) utilizing proprietary investment management strategies.• Instituted personalized tax management overlay on selected MAP strategies.• Managed development of three SMA*RT mutual funds used exclusively within separately managed accounts (taxable, tax-exempt and alternative strategies).• Partnered with functional group management teams to establish future SMA strategy through new and enhanced products, program enhancements and improved client experience.• Streamlined business processes to accommodate considerable growth since program launch with financial advisor workstation, new account processes and business workflows.• Leveraged competitive advantages via new product initiatives and enhanced product offerings, including active asset allocation overlay, alternative investments and tax-aware trading.• Updated all monthly / quarterly marketing materials (profiles, presentations, strategy and asset allocation updates).• Derived understanding of trends in gross and net sales by product and program by analyzing regional / national sales data.