- Member of Advisory Solutions team, which includes Portfolio Specialists, Client Portfolio Managers, and RFP subgroups. Represented three different affiliates (Scout Investment, ClariVest Asset Management, and Cougar Global Investments) with peak AUM near $20 billion of overall firm assets in excess of $100 billion. Portfolio Specialist role operated as a conduit between multiple portfolio management teams and broader Raymond James Investment Management (RJIM) sales force as well as external prospects and clients. Charged with growing and managing relationships across the spectrum from executive leadership to sales force to external partners. - Interface with both portfolio management and a 50+ person RJIM sales team on a daily basis. Represented multiple investment teams in all stages of the sales process from introductory phone calls to in-person finalist presentations. Understood all investment portfolios on a stock-level basis in order to keep sales team and prospects apprised of all pertinent portfolio movements. Main goal to relieve portfolio management teams of daily marketing burden. Worked across all sales channels, including institutional, RIA, intermediary, platform buyers, and retirement. Also operated as Client Portfolio Manager for various affiliates.- Charged with creating value add materials including writing whitepapers, espousing team-based macroeconomic outlooks, recording podcasts, hosting webinars, etc. Consistently produced marketing collateral consumed by both internal and external parties.

- Member of Asset Management Services’ (AMS) InstitutionalConsulting Services (ICS) team. ICS is a team of seven investment professionals that assists large, non-profit entities in the implementation of institutional investment strategies and delivery of fiduciary stewardship excellence.- Interface with both advisors and clients in order to help these fiduciaries deliver on their stewardship obligations. Work with organizations ranging from community foundations to captive insurance companies and municipal pension plans to multi-employer Taft-Hartley plans.- Responsible for conveyance of all institutional consulting deliverables including investment policy statement construction/review, asset allocation development, manager research and due diligence, institutional investment proposals, institutional performance reporting, and ongoing fiduciary education.

- Member of AMS Manager Research & Due Diligence team covering Macro/Allocator, Equity Income/Dividend Yield, and non-US Equity strategies for both discretionary platforms and separate account business- Serve as liaison between due diligence group and desktop proposal system as well as all other duties listed for below Morgan Keegan due diligence specialist position.● Core Duties:- Performed analysis on mutual funds, money managers, and ETFs, including investment process dissection, holdings-based/returns-based analysis- Communicated frequently with the respective portfolio managers.- Created and maintained a recommended list of investments available tofirm’s financial advisors- Contributed to the portfolio construction of firm’s discretionary models- Interacted with financial advisors and their clients to provide insight,recommendations, etc.● Secondary Duties:- Served as principal liaison between due diligence group and company’s external wholesaling force- Organized various due diligence presentations to promulgate due diligence group’s philosophy and process- Coordinated multi-faceted due diligence effort with firm institutional consulting services group whereby institutional, retirement plan, and annuity due diligence was conducted- Maintained and upgraded proprietary multi-factor model that is used to aid in screening for potential investments and ongoing due diligence- Authored several whitepapers on various topics including behavioralfinance and performance chasing

● Core Duties:- Performed analysis on mutual funds, money managers, and ETFs, including investment process dissection, holdings-based/returns-based analysis- Communicated frequently with the respective portfolio managers.- Created and maintained a recommended list of investments available tofirm’s financial advisors- Contributed to the portfolio construction of firm’s discretionary modelswhich totaled roughly $2 billion- Interacted with financial advisors and their clients to provide insight,recommendations, etc.● Secondary Duties:- Served as principal liaison between due diligence group and company’s external wholesaling force- Organized various due diligence presentations to promulgate due diligence group’s philosophy and process- Coordinated multi-faceted due diligence effort with firm institutional consulting services group whereby institutional, retirement plan, and annuity due diligence was conducted- Maintained and upgraded proprietary multi-factor model that is used to aid in screening for potential investments and ongoing due diligence- Authored several whitepapers on various topics including behavioralfinance and performance chasing

- Constructed comprehensive financial plans to aid clients meet retirement,liquidity, insurance, and estate planning needs and goals- Developed book of business by implementing a marketing and businessplan that aided in penetrating certain niche markets- Leveraged company’s wealth management resources in order toaccomplish production goals and attract new business/assets- Built custom portfolios for clients based on specific investment objectivesand risk tolerances