Launch and manage fee-based, long-only investment products comprised of predominantly equity and fixed income separately managed accounts (SMAs), mutual funds (MFs), and exchange traded funds (ETFs) offered to clients through SMA vehicles. Effectively manage the product pipeline and development efforts, including analyzing current product offerings, identifying new business opportunities, and defining/implementing business strategy.

Launch and manage fee-based, long-only investment products comprised of predominantly equity and fixed income separately managed accounts (SMAs), mutual funds (MFs), and exchange traded funds (ETFs) offered to clients through SMA vehicles. Effectively manage the product pipeline and development efforts, including analyzing current product offerings, identifying new business opportunities, and defining/implementing business strategy.

Multi-functional position, contributing to entire business development, project management, and client services lifecycle as well as leading major internal projects such as process reengineering and cultural change. Actively assisted sales team with client meetings, inquiries, expectations management, and identifying future opportunities. Explained product capabilities then served as project manager and client relationship manager throughout 2-6 month process to integrate clients onto proprietary financial reporting platform. Key advisor to sales, client services, operations, and technology while coordinating efforts of 10 groups and as many as 20 individuals for each on-boarding project.

Oversaw daily operations of $30M private real estate investment company, ultimately holding authority for maximizing revenue from 104 condominiums, 56 apartments, and 10 acres of adjacent land with annual rental income of $820K. Reported to Board of Directors and supervised 5 full-time property management employees. Coordinated renovation and development planning; directed all residential marketing, advertising, and leasing activities; managed relationships with 2 largest rental income clients; and handled rental unit inventory levels.