Jim Clark, Cfa Email & Phone Number

Minneapolis, Minnesota, United States

Greater Minneapolis-St. Paul Area

• Former Client Portfolio Manager, Managing Director, Listed Real Assets, led CPM Team for domestic and international clients, worked with distribution teams to increase AUM across investment portfolio strategies.
• Collaborated with investment team, product, and marketing for the successful launch of two new strategies open-end funds Real Asset Income and Global Real Estate Securities resulting in 400% growth.
• Deep experience presenting real asset investment capabilities to institutional analysts and decision makers, consultants, and key account due diligence analysts resulting in AUM growth.
• Provided ongoing due diligence and investment commentary for institutional clients and the open-end mutual funds to achieve client retention.
• Worked with portfolio managers to develop and communicate information about the products’ investment teams, process, and performance to institutional, retail, and defined contribution analysts and advisers.
• Developed marketing materials to support sales efforts for the product set.Thought Leadership Presentations:

Orlando, Florida, United States

• Asset Management Advisor, Vice President for Blackrock, responsible for over $503 million in gross sales over all BlackRock investment platforms from mutual funds to private equity offerings. Key Growth Accomplishments:
• Finished 5th out of 33 Asset Management Advisors in performance rankings for 2007.
• Conducted over 100 client seminars/presentations in conjunction with Merrill Lynch Financial Advisors reaching approximately 2000 individual clients and prospective clients.
• Finished second in presentation competition among all Asset Management Advisors post BlackRock acquisition.
• BlackRock purchased Merrill Lynch Investment Management. Transaction closed October, 1st 2006.

United States

• Asset Management Advisor, Vice President, conducted client / Financial Advisor meetings and conference calls to discuss macro / micro economic environment, current and past market environments and asset allocation /.
• Responsible for over $393 million in sales across mutual fund, separate account, and alternative investment platforms in 2005 which represented a 34% increase in gross sales from the previous year.
• Promoted from sales desk to outside sales representative. Immediately built extensive and deep relationships with Merrill Lynch financial advisors in the new territory.Associate Asset Management Advisor, AVP.
• Supported multiple senior Merrill Lynch Asset Management Advisors based in Texas with sales and service related to MLIM Mutual Funds and the managed account platforms of Consults and Private Investors. This territory.
• Assisted Merrill Lynch Financial Advisors in strategically positioning and better utilizing MLIM products and services, including mutual funds and separate accounts.

Moorhead, Minnesota, United States

Served as a Golf Professional at The Meadows in Moorhead, MN and wintered working for resorts in California.