Team with external business partner in developing new territory of NY/PA, retaining assets and educating financial advisors in numerous channels on the Russell Investments process and philosophy. Manage client relationships through presentations and one-on-one sales meetings in territory and via telephone and video conferences resulting in increased sales and exceeding 2011 sales goal by more than $75 million. Consult with clients utilizing the Russell Practice Management program to aid them in building a more efficient business model

Collaborate with founder, Board of Directors, Auxiliary Board and volunteers to raise money for foundation and awareness for our cause through networking, advertising and social media as well as creating/coordinating several fundraising events.

Teamed as Sales Consultant with external business partner in managing the territory of NC/SC and educating financial advisors on product performance with value added offering.