Provided new business support within Midwest and Southern U.S., including identification of new business opportunities through search notifications and industry publications, as well as through industry knowledge of opportunities presented. Worked alongside Director of Institutional Investments throughout all aspects of prospecting and sales process. Coordinated completion of new business RFPs, including obtaining RFP and all related exhibits, confirming all qualifications, reviewing and completing responses, and ensuring timely and accurate submission.

Served as primary point of contact for over 75 institutional clients, with average assets under management of $11,000,000. Worked closely with portfolio management, risk, and compliance teams to provide clients and consultants with up-to-date investment returns, attribution, portfolio positioning, and outlook for international equity, global equity, global fixed income, and U.S. equity strategies.

Served institutional clients throughout the Southern and Western United States for BNY Asset Management, a subsidiary of the Bank of New York.

Facilitated and supported sales efforts for various members of sales team specializing in institutions located in New England, New York, and Mid-Atlantic coast, including Taft-Hartley, non-profit, corporate, and financial prospects. Provided commission reporting for all institutional salespeople.