Asset management division of Ameriprise Financial, with headquarters in Minneapolis, MN. Firm managed approximately $589.2 Billion as of 9/30/23.Embedded within the Chicago-based integrated equity team, which incorporates both a quantitative and fundamental approach to portfolio construction, as the primary point of contact for the institutional and intermediary sales teams, clients and client service, consultants and prospects. Team managed approximately $10.7 Billion as of 9/30/23.• Presented the team’s philosophy, process, positioning and performance to intermediaries including sub-advisory relationships, consultants, clients and prospects across the United States and Canada on behalf of the portfolio managers in order to optimize marketing efforts and time.• Wrote monthly, quarterly and annual commentaries for the team’s various investment strategies and developed ad hoc thought leadership projects to complement sales efforts.• Worked closely with the firm’s product management function to best position strategies across both our intermediary and institutional sales teams.• Worked proactively across the firm’s sales and client service teams to promote the Integrated Equity Team’s capabilities and current thoughts on the market environment and outlook.• Key contributor to the completion of RFPs and consultant questionnaires on behalf of the team.

Asset management division of the Bank of Montreal, with U.S. headquarters in Chicago, IL. Firm managed $312 Billion as of March 31, 2021. Embedded within Chicago-based municipal fixed income team as the primary point of contact for the institutional and intermediary sales teams, clients, consultants, and prospects.• Presented the team’s philosophy, process, positioning and performance to intermediaries, consultants, clients and prospects across the United States on behalf of the portfolio managers in order to optimize marketing efforts and time.• Actively participated in growing assets of the flagship Intermediate Tax-Free Fund from approximately $1.6 Billion in mid-2017 to over $2 Billion by Q2 2021.• Wrote quarterly and annual commentaries, as well as developed ad hoc projects including white papers for both internal and external audiences.• Worked proactively across the firm’s sales and client service teams to promote the Tax-Exempt Fixed Income Team’s capabilities and current thoughts on the market environment.• Key contributor to the completion of RFPs and consultant questionnaires on behalf of the team.

Asset management division of the Bank of Montreal, with U.S. headquarters in Chicago, IL. Firm managed over $230 Billion in assets as of 12/31/16. Embedded within the Small and Mid-Growth fundamental equities team as the primary point of contact for the institutional and intermediary sales teams, clients, consultants and plan sponsor prospects.• Presented the team’s philosophy, process, positioning and performance to intermediaries, consultants, clients and prospects across the United States on behalf of the portfolio managers in order to optimize marketing efforts and time.• Conducted security analysis and actively participated in regularly scheduled team meetings.• Instrumental in growing team assets from approximately $1 Billion in mid-2011 to over $2 Billion by Q1 2014, when the BMO small cap growth mutual fund was closed to most new investors.• Wrote quarterly and annual commentaries, as well as developed ad hoc projects for both internal and external audiences.• Worked proactively across the firm’s sales and client service teams to promote the Fundamental Growth Equities Team’s capabilities and current thoughts on the market environment.• Key contributor to the completion of RFPs and consultant questionnaires on behalf of the team.

Marketed institutional investment capabilities to prospects; approximately $35 Billion in AUM across fixed income and equities. Assumed most recent position after M&I’s sale to Bank of Montreal, which closed July 2011.• Established and grew relationships in the institutional plan sponsor community, as well as with regional consultants across the United States.• Member of marketing committee, which oversaw firm’s sales and marketing collateral.

SEC-registered investment advisor specializing in concentrated large cap growth investing. Firm was founded May 2006.• Established and grew relationships in the broker/dealer channel, primarily the legacy Smith Barney network, within the lower 48 states.• Instrumental in growing firm assets and number of accounts by 13.2% and 93%, respectively, from April 1, 2008 through July 31, 2009 despite the 2008 bear market. • Established first firm marketing plan in order to facilitate AUM growth.

Regional broker-dealer headquartered in St. Louis, MO. Firm was acquired by Wachovia Corporation in 2007.Responsible for selling investment research/equity capital markets opportunities to Midwest institutional investors on over 650 companies across all industry sectors, with particular strength in financials, real estate, consumer, industrials and energy.

Promoted firm research coverage consisting of approximately 50 small to mid-cap stocks primarily headquartered in the Great Lakes region.• Established and maintained client relationships in the Chicago, Denver and Boston markets.• Grew territory gross commissions 125% year over year in 1999.