Broad experience in sales, marketing, finance, and accounting provides strong foundation to manage relationships and secure financial support for local Non-Profit. • Accomplished institutional sales executive for two leading asset management firms (T. Rowe Price and Putnam Investments) from 2000-2021. Effectively marketed traditional equity (public and private) and fixed income strategies to a broad range of institutional prospects. Accomplished in managing sales territory, establishing rapport with potential clients, and building/enhancing strong client relationships.• Prior to retiring at T. Rowe Price in 2021, developed and led investment strategy and industry skills training for junior associates in Americas division.• Additional experience includes: Fixed Income Portfolio Manager ($2.5 billion portfolio), Corporate Plan Sponsor for $100+ billion Pension Fund, Senior Financial Analyst in Corporate Treasury, and Certified Public Accountant (Big 4 Accounting Firm)• Licenses and certifications include: Certified Public Accountant (non-active status) and Chartered Financial AnalystDeep interest in local community highlighted through volunteer as a Trustee and Investment/Finance Committee member at an independent K-12 school, Board member for a high school independent scholarship fund, alumni volunteer career counselor, and Philanthropy Officer for Baltimore based Non-Profit. Previously an investment committee member for a $2.1 billion university endowment fund.
Listed skills include Investments, Motors, Institutional Sales, Institutional, and 1 others.