Investment Management Business Development Consulting & Implementation. Industry thought leadership.Advise clients on matters relating to Consultant Relations, Direct Sales, Relationship Management, Marketing Strategies, Diversity Engagement, RFP / DDQ creation & database population.

• Led “Cross-Channel” Consultant Relations team effort of 8 professionals • Directly managed all aspects of select “Tier-One” C-Suite, Research, and Field Consulting relationships (incl. Mercer, Callan, NEPC, Segal Marco, Rocaton, RVK, Verus, PCA and LCG Associates)• Respected relationship builder with Firm’s senior executives, portfolio managers, and other professionals serving on “Cross-Channel” Management, Sophisticated Client, Institutional Operations, & Investment Strategy Review committees• Advanced formal consultant due diligence exercises & rating reviews, resulting in “buy-list” recommendations for Emerging Market, Global, International Equity, and other capabilities• Drove search activity & final opportunities enabling distribution team to raise/retain over $6 Billion in institutional and wealth management assets influenced by the consultant community. Clients included:o Pension Benefit Guaranty Corporation, Russell Investments (OCIO), Baltimore County Employees • Extensive finals presentation (corporate, public, endowment & family office boards) and public speaking experience (i.e., Greenwich Associates, AIMSE conferences)• Co-Chair of OppenheimerFunds Diversity Resource Group for Persons with Disabilities. Instrumental in driving awareness and improvements in the work environment, leading to the company’s recognition as a Disabilities Equality Index (DEI) “Best Places to Work”

• Formulated and implemented strategy to market Ares to North American Institutional Investors and Global Investment Consulting community • Raised profile, standing and “buy” ratings of Ares strategies (bank loan, high yield, private debt) with Institutional investment consultants• Led new business due diligence, finals presentations, and fee negotiations, raising more than $2 billion in new client commitments for alternative and traditional strategies. New clients included:o New York City Retirement Systems, Russell Investments (OCIO), San Francisco Employees

• Led team of 10 Consultant Relations and RFP professionals that raised over $15 billion in assets through more than 40 investment consulting firms globally • Co-Headed U.S. institutional business development effort (2003-2005)• Senior member - ING Investment Management Diversity Council• Served on Global Institutional Distribution and Management committee, formulating strategic firm policy • Created and managed all aspects of consultant marketing, collateral production and service initiative • Relationship manager for several high profile / high revenue domestic and international clients• Foster strong personal relationships with C-Suite, asset class research analysts and senior field consultants

-Developed institutional consultant relationships throughout continental U.S.-Raised over $2.5 billion in institutional equity assets, doubling the firm’s asset management business-Responsible for management of over 25 client relationships-Managed database maintenance and RFI response process -Created marketing literature and client presentations-Managed discretionary equity and fixed income accounts for high net worth investors (87-90)

-Developed and serviced corporate and personal accounts -Coordinated office sales effort in mutual funds and tax-free investments-Advised clients in management of individual stock and bond selections -Responsible for research and analysis of corporate capital and organizational structure changes. -Dissemination of reports to field of over 8,000 Financial Consultants.