Lamar Kunes Email & Phone Number

Greater Boston Area

• Provide Financial Management Services for the Company• Create financial models to assist management in evaluating current and future business opportunities• Develop and implement process and procedure guidelines for both financial and operational activities• Advise Senior Management on current and future strategy

Greater New York City Area

Corporate Growth InitiativesClient Infrastructure Initiative• Led corporate initiative to transform company’s mass-market retail infrastructure and culture to one of an Institutional/High-Net-Worth infrastructure and cultureInternational Initiative• Successfully led a cross-functional group with the mandate of establishing an international presence for the organizationM&A Initiatives• Responsible for leading cross-functional teams to integrate the company’s acquisition targetsPrimary Responsibilites• Responsible for solutioning Distribution & Marketing issues through collaboration with external departments e.g., Technology, Finance, Legal, Compliance, etc...• Led the company’s competitive analysis group made up of Product Managers, Distribution Channel Heads, and Data Analysts• Responsible for negotiating all non-mutual fund fee arrangements with third partiesDepartmental Oversight• Accountable for the distribution & marketing annual financial plan; Responsible for prioritizing and aligning budget allocation with the department strategy• Provide management oversight for Distribution departments of Client Service, Data Analytics, Compensation, and Sales Reporting

Greater New York City Area

• Hired and oversaw company’s Business Intelligence team; Introduced territory market share data into the salesforce’s quarterly compensation metrics• Advised and executed on a $70M sales commission strategy for the distribution organization• Created the annual financial plan for the Distribution organization; Built financial models to determine profitability of certain spending initiatives

• Responsible for overseeing back and middle office operations including Finance, Technology, Portfolio Accounting, and Trading • Accountable for annual financial plan and effectiveness of resource allocations • Architected a proprietary Institutional CRM system significantly increasing the efficiency of the sales, client service and distribution management teams; Additionally, created an automated billing system linking client asset data held in CRM to the Portfolio Accounting system• Incorporated Portfolio Accounting and Trading functions of newly acquired Portfolio Management teams into the company’s operational procedures• Developed and executed plans to integrate legacy systems and processes into parent company’s technology architecture

• Responsible for all General Ledger, Financial Statement, Budgeting and Tax Reporting for the organization• Produced and reviewed monthly financial statements with senior management• Established a $50M+ annual budget process based on strategic plan• Collaborated with external auditors in completion of annual audit and tax filings• Led Due Diligence efforts for sale of company in 1999

• Developed the annual plan and managed the audit engagements for the 6 largest clients in the Pittsburgh office