SLATE is a retained executive search firm specializing in 2 specific things:1. The Financial Services Industry.2. Attracting Diverse, Global Talent to Premier Financial Institutions in the Midwest and in Smaller Market Cities.

Built and led the Executive Recruiting function for the firm focused on acquiring C level and/or succession ready executive talent for the corporate headquarters. Responsible for working with the firm’s leaders on hiring strategy, leading and executing all executive search engagements, leading and participating in all executive interview processes, and representing Edward Jones externally to executive and board level talent.In addition to recruiting, interviewing and hiring dozens of senior executives across the entire platform, led the search creating the Board of Directors for a newly formed Mutual Fund (Bridge Builder, $30B+ AUM) resulting in the hire of 4 independent directors. Subsequently re-engaged by the Bridge Builder board of directors to conduct a search for an additional board member, which was successfully completed.

Founded a niche executive search firm specializing in the recruitment of mid to senior level professionals in the US and Global Capital Markets. Successfully placed senior executives and their teams specifically within:Investment BankingEquity ResearchInstitutional Sales and TradingInstitutional Asset ManagementPrivate Equity.Was responsible for all client relationship management and counsel, search management, new business development, search strategy development, candidate interview and assessment, sourcing, research, compensation negotiations, offers and follow-on for executive searchfirm specializing in financial services.

Full-service financial advisor to the high net worth and estate planning community for Northwestern Mutual Life, Robert W. Baird Securities, and also played a role in the management and recruiting efforts of the college internship program.