• Managed relationships with key stakeholders across product, investments, global client group and marketing to ensure competitive product positioning• Developed and implemented comprehensive marketing plans for new product launches and ongoing campaigns, including content strategy, production, and distribution • Managed the creation and production of fixed income marketing collateral and product content that is aligned with firm-wide business strategy and objectives• Directed development and execution of integrated fixed income product and thought leadership campaigns in close alignment with client marketing partners globally• Collaborated with various stakeholders to manage updates of marketing collateral and web content including presentations, profiles, commentaries, and web pages

• Managed consultative relationships with Financial Advisors, RIAs, and intermediaries• Partnered with the field on business management plans and strategies to grow market share• Led a team of new hires, fostering a culture of continuous learning and development• Raised assets in private real estate, fixed income, and equities• Achieved 120% year-over-year revenue growth

• Managed sales territories in the southeast and midwest, driving revenue growth• Executed strategic business plans, developed relationships, and generated revenue for the firm• Identified needs through discovery process and recommended solutions to clients• Trained and developed new sales team associates on products and best practices• Achieved 105% year-over-year gross sales growth

• Managed consultative sales process and account management across product lines, driving new business with wire-house, independent, and bank clients• Leveraged resources to attract more clients and increase sales opportunities, delivering exceptional service to build lasting relationships• Achieved significant growth in sales and client base, contributing to the company's success

• Analyzed models, workflows, and business procedures to recommend changes for increased efficiency• Managed transactions, securities compliance, and risk management to ensure regulatory adherence• Initiated operational improvements resulting in significant cost savings and improved profit margins• Accountable for policy conservation and financial analysis, which increased retention to $5M

• Analyzed social media activity and assisted in developing digital marketing strategies to reach prospective clients effectively• Maintained relationships with key business partners to ensure successful collaborations and business growth• Developed weekly reports and presented findings to the corporate communications team for strategic decision-making