I am an accomplished executive with extensive experience in institutional investment consulting and financial advisory, including development of strategic business plans, sales leadership, client servicing, investment manager research, investment product and platform development. I have strong leadership skills with a proven ability to cohesively build consensus among various business partners that leads to accomplishing objectives and delivering results for organizations and their clients. My proven success of working with advisors has increased client base, assets and product distribution while maintaining operational efficiencies to drive costs down. I have extensive and diverse client exposure including corporations, educational institutions, foundations, endowments, taft-hartley funds, public funds and high net worth individuals. In-depth knowledge of a variety of investment advisory products including managed accounts, mutual funds, ETFs and alternative investments.CORE COMPETENCIES• Strategy• Business Management • Leadership• Management• Product Development• Investment Solution Development• Creativity• Innovation • Account Management• Sales• Business Development• Project management