Developed global distribution and marketing organization focused on consultative relationship management for liquid alternative mutual funds, variable life products, sub-advised funds, UCITS, and hedge funds.• Increased AUM from $1.4 billion to over $6 billion in five years. • Developed strategic account relationships with CIOs and PM teams, leading to substantial business growth. • Built the entire front office from the ground up with a lean staff, including Business Development, Investor Relations, Product Development, and Marketing infrastructure for the Firm.• Took initiative to drive new business across national wirehouses, regional and independent broker- dealers, registered investment advisors, institutional investors, consultants, and TAMP platforms.• Developed new relationships, winning mandates from national and regional broker/dealers, RIA and Independents, TAMPs, sub-advisory, the U.S. and European private banks, institutions, consultants, and family offices.• Saw high client retention in an industry known for churn; clients acquired in 2010 are still with us.• Developed and launched several products, including mutual funds, UCITS funds, and subadvised mandates, achieving substantial marketplace success.

Provided strategic marketing leadership and investor relations expertise; created sales tools and marketing collateral differentiating the Firm’s business lines, investment philosophy, and processes.

Promoted to lead startup distribution initiative for UBS AG hedge fund and fund-of-hedge-funds platform; recruited, hired, and trained sales team to focus on asset raising; developed suite of marketing collateral and client service infrastructure to support sales efforts across all channels. • Created entire startup business from the ground up, including compensation, benefits, KPIs, territories, strategic target areas to optimize limited resources; achieved success vs. peers.• Launched the number one selling certificate within the UBS-International channel, the A&Q Solution Index Certificate, a tactically managed hedge fund, FOF, and real asset strategy.• Launched the second-largest single manager/multi-strategy hedge fund on the UBS WM U.S. platform, the O’Connor Global Multi-Strategy Alpha Fund.

• Quadrupled assets under management to $30b by the end of 2006 from $7b in 2002, with positive net flows of $7.1b from $575mm• Increased market share by 2.5x for both managed accounts and mutual funds.• Led team in growing $1mm producers 20x from 100 to 2,000.• Co-Managed launch of three highly successful funds: • The Dynamic Alpha fund generated $1 billion in assets within four months.• The Absolute Return Bond fund generated $300mm within four months.• The U.S. Equity 130/30 Fund generated $153mm within three months.• Recognized for performance via appointment as the primary senior management representative for opportunities >$25 mm.

Recruited to restructure internal sales division. Developed a team of 33 including two area managers, 15 internal wholesalers, four third-party investor relationship managers, three mutual-fund wrap program specialists, two managed account specialists, one alternative investment specialist, and six client service representatives.•Transformed the division, attaining the #1 rank for preferred sales and service desk, from #29 out of 29 primary vendor relationships at Wealth Management, the U.S. within three years•Developed a training curriculum that drove substantial improvement in sales performance•Developed incentive compensation strategy and a path to promotion, where none existed.•Directly responsible for 17 promotions to other areas in the Firm, increasing top-talent retention from one year on average to five-plus years.

Assistant Vice President, Advisor Consulting Group – Phoenix, 1999-2001National Sales Desk Manager – Zweig Mutual Funds, 1998 – 1999 (Phoenix acquired in 1999)Registered Fund Administrator – Zweig Mutual Funds, 1997 – 1998Promoted two years out of college to restructure internal sales division; hired and developed a team of 39 internal wholesalers and client service representatives based in Hartford, CT and New York, NY; developed new-hire training and ongoing educational programs that ensured competency and consistency across both sites. Created career path plans for internal wholesalers with varying levels of responsibility and seniority, resulting in more than a dozen promotions and improved retention.