Sales, Marketing and Client Services to the Corporate, Foundation, Endowments and Public Funds Identify opportunities and develop relationships with Institutional investors and investment consultants in assigned institutional market territory (West Coast)Key Responsibilities / Duties:· Identifies and cultivates prospects and/or clients.· Initiates and follows up on new business opportunities.· Leads new business meetings and closes sales to institutional investors andconsultants.· Leverages the organization’s relationship with existing institutional accounts bydeveloping and executing proactive, creative, and ongoing contact initiatives.· Develops and maintains relationships with pension consultants.· Assists in the development and launching of new products.· Acts as a liaison to the investment management groups to ensure active,enthusiastic support of the sales and marketing process.

Recruited to manage the company’s sales and marketing efforts for new business in California, Texas, Nevada, Alaska, Arizona, New Mexico and key New York institutional relationships. Worked with product teams to provide overviews, client service, and new product introductions along with retaining and defending existing business. Represented Invesco’s Japan, China, and UK products on a global level, presenting multi-country plans worldwide. (HPQ, Emerson, and Shell). Some of my achievements and responsibilities include: ✔ New business revenue of $3 to $6 million per year.✔ Increased Assets Under Management (AUM) from $1.3 to $4.5 billion per year. ✔ Clients include Shell Oil, Schlumberger, Sysco, Guidestone, Utimco, American Airlines, Phillips 66, Army Air Force Exchange, Kaiser, Texas Scott Rite, Memorial Hermann, and Nestle.

Provided innovation thought leadership and executed on a progressive strategy for a sophisticated institutional client base. Built client relationships and managed all advisory and sales efforts. Executed solution sales strategies including identifying opportunities to form new client relationships, deepening existing client relationships, and initiating successful programs that targeted specific client needs. Delivered disciplined territory management generating year over year results. Successfully grew new assets while retaining capital. Some of my achievements and responsibilities include: ✔ New revenue of $1 to $8 million per year. ✔ Assets raised from $1 to $8 billion per year. ✔ Clients included: Intel, Edison, Northrop, BMGI, Microsoft, Omnicom, Estee Lauder, SIC, ERB, New Mexico Pera, and Burlington Northern.

Joined Dreyfus as part of Defined Benefit and Defined Contribution sales team with a focus on the small plan market (less than $100 million) and fully bundled programs. In 1996 advanced to the mid-plan market ($100 million to $800 million), covering both Defined Benefit and Defined Contribution. Then in 1997 rose to cover the large plan market, (over $800 million), covering Defined Benefit and Defined Contribution fully bundled and investment only sales, representing the entire Mellon investment platform.

Provided 401(k) participant advice and guidance and delivered existing client services. Offered new client take on responsibilities. Prepared reporting, performed monitoring and issued performance reviews.