Kristie Olsen Email & Phone Number

- Lead the Independent Channel National Accounts team* Awarded 2023 Key Account Manager of the Year

Baltimore, Maryland

• Identified, developed and closed new business opportunities with product decision makers and due diligence teams to secure Legg Mason platform placement for Mutual Funds, Separately Managed Accounts, Exchange Traded Funds, 529 Plans and Retirement Plans.• Cultivated and strengthened relationships with client executives at leading Wirehouse, Independent and Private Bank firms to promote Legg Mason’s investment strategies and increase assets under management.• Created business plan and execution strategies based on the objectives of each account and best opportunities for engagement.• Negotiated revenue sharing, partnership, data and educational sponsorship agreements.* Exceeded sales goal 11 out of 12 years.* Top Performing Retail National Account Manager for Sales vs. Goal (FY20) = +52% vs. goal* Retail National Account Manager of the Year (FY14)

Baltimore, Maryland

Richmond, Virginia

• Built, led and managed a team of 7 to oversee relationships with 100+ third-party asset managers across Mutual Funds, Annuities, Separately Managed Accounts, Exchange Traded Funds, Unit Investment Trusts, Offshore Funds and Retirement Plans. • Executed strategic partnerships between asset managers and multiple departments and distribution channels of the firm. • Managed all aspects of revenue sharing and omnibus/networking fees including negotiations, contracts, and billing.* Responsible for internal and external communications, analytics and reporting relating to third-party managers.• Supervised conference and training sponsorships, budget and partner content for 50+ events a year.

Richmond, Virginia

• Responsible for managing a team of 3 overseeing all relationship management, product management, and marketing initiatives for Mutual Funds, and 529 College Saving Plans across four distribution channels. • Oversight of a 6-person Product Sales Desk receiving inbound calls from 10,000 Financial Advisors across all products. • Developed and implemented Financial Advisor marketing initiatives, conference and educational sponsorships, revenue sharing negotiations and oversight, and business planning.

Richmond, Virginia

• Developed and implemented Financial Advisor marketing initiatives, conference and educational sponsorships. • Delivered product and marketing training to new Financial Advisor recruits joining the firm.

Richmond, Virginia

• Managed selection process for third party and proprietary mutual funds ensuring suitability.• Supported the sales and marketing programs for Mutual Funds and Annuities.• Analyzed sales results and developed business forecasts and project plans.• Co-designed and launched licensed retail platform program.