Responsible for driving product placement and sales through effective relationship management and internal cross departmental coordination for the RIA channel (custodians, TAMPs, enterprise RIAs, and aggregators) Manage relationships with key stakeholders at partner firms and business development opportunities focused on asset retention, increased flows, expanded product offering, value-add programs, and marketing campaigns.

Developed business growth and relationships with select clients in the Independent and Bank Broker Dealer community. Viewed as a trusted partner to create long-term, consultative partnerships providing clients with capital markets views, financial industry trends, and detailed insight into Putnam's investment strategies.

Engineered a rebuilding and turnaround in performance for the Missouri, Illinois, and Iowa territory. Directed all facets of leads prospecting/development, sales, and management of the Independent, Bank, and Edward Jones advisor channels. Partnered with internal sales team to drive territory sales activity and management of annual sales budget.Series 7, 6, 63, and 65 Licensed

Joined company at a pivotal juncture in its lifecycle, internally covering sales in the Planner and Broker-Dealer channels in the key Northeastern states of New Jersey, Virginia, District of Columbia, and Maryland. Leveraged consistent success to earn promotion to external wholesaler in 2005.

Managed sales, revenue production, and customer relationship management in the Emerging Business Market channel, within the largest and most challenging territory in the San Francisco office. Directed all aspects of the sales cycle from cold calling and leads prospecting to contract negotiation and hand-off to service delivery personnel. Drove development of new business through ongoing assessment of individual account needs, with specific focus on analyses of cost/time savings yield with implementation of software and web applications.

Drove sales of equipment installations, modernization, and upgrades, with individual project income ranging from several thousand dollars to over $1M. Managed the second-largest territory in the San Francisco office while simultaneously co-directing branch sales operations of the Santa Clara office. Prospected and sold to customers across a broad industry scope, including large, multi-national technology and manufacturing companies, educational institutions, and public entities. Engaged a consultative approach to determine the size and scope of customer needs and recommend appropriate solutions.