Build and maintain strong relationships with key decisions makersDrive BofA Securities into McLagan West Coast Top 3 ranking Identify and deliver key investors during IPO process Consistent Top Performer in Trade Idea Systems

As the managing director of RYDEX|SGI’s client portfolio management group, I managed a team of client portfolio managers in our ETF, alternatives and fundamental alpha strategies. I provided strategic guidance with respect to product development, distribution and sales positioning within the institutional and retail marketplace. In this role, I was also responsible for developing, marketing and positioning the firm’s alternatives and alpha strategies. I worked with key sales personnel across national accounts, institutional and RIA channels on the best use cases of our funds.I worked with the Portfolio Managers and analysts outlining and writing white papers that articulated and supported key elements of each team's investment process. I have 27 years of experience in providing asset management and equity research sales to institutional money managers and was frequently called upon to provide high-level industry expertise on the topics of global and domestic investment strategies for both alternatives and traditional investments.

Senior Investment AnalystResearched and recommended stocks in the Global Retail Trade and Services sector for our active Global Long Only and Long Short strategies.Acted as Client Portfolio manager marketing with institutional and retail sales teams introducing our philosophy and process to endowments, foundations, RIAs and financial advisors.

Private Banker

Institutional Equity Sales

Institutional Equity Sales