Senior Client Relationship Executive. Act as client advocate for our largest alternative clients, with typical AUM of over $25B. Keen ability to build strong connections and rapport within all aspects of client's organization. Provide consultation and strategy around servicing client's assets by aligning solutions and introductions to subject matter experts from various segments of the bank. Abilty to retain and grow revenues in a fast paced, results driven environment.

Business Development and Consultative sales approach focusing on the firm's largest Allocators (Public and Corporate Pensions, Endowments, Healthcare, Insurance, Long Only Financial Firms) as it relates to Alternative Investments. Strong business acumen on Fund Structures (Commingled, Fund of Ones, Managed Accounts, SMA's etc). Demonstrated keen ability to build repour with both executive management and key decision makers. Developed calling plan efforts on clients with at least… Show more Business Development and Consultative sales approach focusing on the firm's largest Allocators (Public and Corporate Pensions, Endowments, Healthcare, Insurance, Long Only Financial Firms) as it relates to Alternative Investments. Strong business acumen on Fund Structures (Commingled, Fund of Ones, Managed Accounts, SMA's etc). Demonstrated keen ability to build repour with both executive management and key decision makers. Developed calling plan efforts on clients with at least $1B in assets allocated to Alternatives. Covered North America and consisted of account planning of over 200 clients. Delivered strong revenue growth that assisted in client retention, new business by cross selling into channel partner groups within the organization. Show less

Hedge Fund Administration division (servicing $200B in AUA) of Mellon, later Bank of New York Mellon. Held various roles spanning Client Service, Relationship Management, Product Manager and Sales Support.

Various roles: Business Analyst, Product Manager, Information Delivery Outsourcing Lead. Supported and worked on large outsourcing initiatives (back, middle office and front office information delivery focus)

Trader in the JPY Options on Futures Pit.