Began as Vice President, Key Account Manager for UMB Distribution Services, LLC before being acquired by ACA Group in December 2024

 Serving over 75 Distribution Services clients, supporting day to day sales and operational activities related to key intermediary platforms  Provide consulting services for new Mutual Fund and Interval Fund clients about intermediary relationships and share class structures  The main point of contact for fund client National Sales Directors to initiate new selling agreement requests and fee negotiations. Provide onboarding requirements and current fee rates for the various platforms and broker-dealers Relationship Manager for larger platforms and broker-dealers such as Charles Schwab, Fidelity, TD Ameritrade, Pershing, Wells Fargo Advisors, Merrill Lynch, UBS, Morgan Stanley & LPL  Review and provide redline comments to selling agreements based on previously negotiated templates Responsible for ensuring all new selling agreements are executed and established correctly on the various Transfer Agent systems for trading (ALPS, DST, US Bank, BNY, UMB) Complete all operational due diligence questionnaires and various platform setup forms  Complete intermediary trade portal form submission and reporting for the various platform websites (STAP, MORT, FundsNetwork)  Primary contact for external sales teams concerning trading issues and purchase issues and resolution Establish and maintain fund data for clients participating in Mutual Fund Profile II Responsible for establishing new NSCC participant numbers for fund families on DTCC and selecting appropriate services Establish and maintain NSCC connectivity for UCIT products seeking US Broker-Dealers Provide current and relevant industry related market trends and mutual fund industry updates to clients via webinars and newsletters

 Provide mutual fund key account services for over 50 Distribution Services clients Provide Consulting and Key Account Services for mutual fund and closed end interval clients with regard to share class rationalization and analysis, intermediary onboarding and platform fee analysis, distribution syndicate gate keepers and best practices  Relationship Manager and point of first contact for mutual fund National Sales Directors and external Key Account Managers with regard to agreement negotiation and execution process Relationship Manager and point of first contact to mutual fund clients for RIA Platforms, Wirehouses, Regional Broker Dealers and Bank/Trust/TPA's Liaison between Legal, Sales, and Transfer Agent. Responsible for ensuring all new selling agreements are established correctly on the TA system for trading  Complete all operational due diligence questionnaires and various platform setup forms  Complete intermediary trade portal form submission and reporting for the various platform websites (STAP, MORT, FundsNetwork2)  Primary contact for external sales teams with regard to trading issues and purchase issues and resolution Establish and maintain fund data for clients participating in Mutual Fund Profile II Responsible for establishing new NSCC participant numbers for fund families on DTCC and selecting appropriate services Send blast notifications and updates to all intermediary back offices regarding fund launches, closures and updates

 Supervise team responsible for intermediary payment processing (12b-1, Shareholder Service, Per Position and Revenue Sharing) for over 30 mutual fund clients Review and validate manual invoices for payment allocation and processing Prepare and provide quarterly board reporting of all intermediary payments Coordinating money movement to Transfer Agencies for NSCC payments (12b-1 & Advanced Commissions) Work closely with new clients to develop 12b-1 & dealer compensation payment processes and reporting for all share classes  Primary contact for intermediary payment issues and resolution Monthly Reconciliation of all bank DDA’s

Responsible for systematic and manual payment of all Broker Dealer related compensation.  Respond to all incoming NSCC Department Service calls from various Institutional and Dealer back offices via incoming call queue. Responsible for establishing all dealer related 401K and Trust accounts for manual trading.

Facilitate proper setup and execution of new and amended Third Party Agreements Prepare and process Non-Standard Revenue Sharing invoices on behalf of external clients Provide verbal and written responses to external clients regarding all inquiries, research requests and contract questions. Liaison to the Executive Sales and Key Accounts Departments – Internal contact for all questions regarding execution and payment of Non-Standard Agreements

Respond to all internal and external requests concerning payment of Sales Charges, 12b-1 fees and Commissions.  Responsible for setup and execution of all systematic dealer compensation Research, prepare, and process manual back payments. Provide communication verbally and in writing to external clients regarding status/resolution of research requests. Call Center backup for the NSCC and Retirement Services Departments.

Processed research and account adjustment requests for the Retirement Services and Broker Relations Departments. Call Center backup for the Shareholder Services and Retirement Services Department.