Advisor/Board Director on potential partnerships and investments, providing counsel on client engagement/distribution, product development and strategy for portfolio companies.

Began advisor role in August of 2023, with formal announcement of Lionsoul in October of 2024.

Chair, Valuation and Nominating Committees

Investment Management Consulting. Current projects include:-Corporate development for a multi-asset firm through sourcing a direct-indexing team.-Integration, territory and compensation realignment for an acquisition.-Best practices for home office client engagement -For an Ex-US manager, sourcing distribution/JV opportunities.-For a global digital asset technology firm, developing a U.S. B-to-B-to-C distribution platform.

Oversight of all distribution aspects for the Alternatives, Bank Trust/RIA, DC/Sub-advised and US Retail channels (Wires, Independents, Regionals)Sales growth y-o-y combined channels:2017 +50%2018 +85%2019 +35%.

Leadership of all aspects of National Account and research engagement

Provide counsel on analytics, technology, sales, marketing, and client engagement platforms for wealth and asset management business growth.► Knowledgent (Jun 2013 - Present) A precision-focused data and analytics firmSenior Advisor: Served in advisory capacity of asset management industry expertise, and business development in the asset and wealth management channels.► KNUU (June 2013 – March 2014) An investment adviser providing outcome-oriented solutions for the clients of financial advisors.Advisor: Served in an advisory role helping with their distribution and client engagement capacities.

President and CEO, Invesco Distributors, Inc., Head of US Sales. Sales growth tripled over five years, from $20B to $60B. Leadership of Retail, DC/Sub-advised, National Accounts, RIA and Cash/Liquidity channels.• Scope of role: 370 people and $330B AUM• Sales growth: $20B to $60B in five years; 2007-$20B, 2008-$27B, 2009-$31B, 2010-$39B, 2011-$59B, 2012-$65B• Revenue, $1B+• Led successful integration of VanKampen (2010) and PowerShares (2008) distribution teamsCommittees:Morgan Stanley Advisory Committee (2010 – 2012)Invesco, Ltd• Global Distribution Committee• North American Executive Committee• Invesco Defined Contribution Plan Committee• Global Institutional Committee• North American Product Management Committee► Executive Vice President, Director of Business Development and National Account Management (2005 – 2007)Responsible for sales and client service of insurance, retirement and national account management. ► Executive Vice President, Director of Retirement and Business Development (2000 – 2005)Responsible for sales, marketing and client service for retirement (DC,IRA,etc), insurance/VA and 529 lines of business.

Acted in a “Chief of Staff” role for the Chief of International Sales and Distribution. Responsibilities included account management for sub-advised and institutional/defined benefit clients; sales and administration for the offshore funds group; primary point of contact for client meetings and sales finals at Putnam headquarters.► National Account Officer, Putnam Defined Contribution Plans (1995-1998)Responsible for investment only client service for 160 clients and $4.5B in assets.► Regional Marketing Associate Putnam Mutual Funds (1994-1995)Internal Wholesaler for two Broker – Dealer Regional Directors► Dealer Marketing Representative Putnam Mutual Funds (1993-1994)Mutual fund sales training program; received inbound advisor calls