• Generated new mutual fund sales and preferred list placement, by meeting with recordkeepers and specialty 401(k) firms. Increased AMG’s DCIO sales and fund retention by 25% year over year. • Diligently recorded detailed meeting notes and pipeline progression in CRM system. Included reporting of activities including new shelf placement for funds, preferred list wins and large mappings.• Slashed intermediary revenue sharing costs 30% by negotiating pricing and fees, while ensuring the continuation and enhancements of services.• Proactively created “Retirement: Did You Know,” a quarterly educational piece for sales teams.

• Developed new mutual fund business by meeting with recordkeeper relationship managers and research analysts for platform placement of AMG’s funds.• Created new retirement focused marketing pieces/literature and prepared fi360 reports to assist advisors in closing business.• Coordinated with recordkeeper relationship managers to track sales flows and AUM of AMG Funds’ retirement business.

• Worked with the AMG DCIO Key Accounts Manager to develop new retirement business.• Educated the internal and external sales teams on the defined contribution space and current trends to be aware of when speaking with retirement focused advisors.• Participated in industry conferences and regional events.

• Educated advisors on Clark Capital’s Navigator CIT portfolios and 3(38) co-fiduciary services. • Coordinated with recordkeepers on operational matters and collection of monthly sales reporting to ensure proper compensation for wholesalers.• Served as company liaison to Wilmington Trust, trustee for the Navigator CIT portfolios. • Reduced company liability by revising Investment Management Agreement and Plan Investment Policy Statement highlighting 3(38) services.

• Managed relationships with over 100 financial advisors in Long Island and Upstate NY with focus on increasing assets under management. 80% travel required.• Delegated responsibility to two Internal Investment Consultants at the home office.

• Recruited and retained financial advisors within the Long Island, NY area looking to outsource investment research and due diligence to Brinker Capital.• Established detailed knowledge of Brinker’s investment products: mutual fund wrap, unified managed accounts, separately managed accounts and retirement plan services programs.• Increased gross sales in the Long Island region by 48% year over year in 2006