Responsible for developing relationships with institutional investors and their consultants across the Eastern US.

Drove $22mm in new business revenue through development of relationships with institutional investors, while working closely with the consultant community. Coordinated sales strategy and coverage across the East Region (Maine through Virginia, including Pennsylvania and Ohio). Client and prospect coverage includes all institutional segments; including corporate defined benefit (DB) and defined contribution (DC), non-profits, endowments and foundations, and insurance companies. Extensive network of institutional investor and consultant contacts across the region, as well as Silicon Valley. Success marketing a diverse set of investment capabilities: fundamental and systematic equity, emerging markets, fixed income, currency, asset allocation / OCIO and ETFs. Significant experience with corporates - including defined contribution, LDI and liquidity / cash management.

Effectively led and restructured 25 member team responsible for sales, client service and operations for the firm’s $100B liquidity / money market and short duration fixed income relationship with BAML including private-label retail and institutional money market funds.Leveraged senior relationships within the firm’s investment banking, corporate services, wealth management, retirement and institutional sales groups to develop new cash management opportunities. Personally responsible for developing and managing key client relationships with senior financial executives across institutional client segments including corporations, financial institutions, endowments, foundations, high net worth individuals and plan sponsors.

Primary account manager for the group’s strategic custom fixed income clients, with AUM over $10B.Senior product specialist for Strategy and Solutions Group with responsibility for partnering with account managers firm wide to deal with complex and custom client solutions as liaison to portfolio management group.Founding member of Cash Management Executive Committee’s Editorial Board, with responsibility for thought leadership and creation of client facing material including white papers and special reports.

Responsible for sales and marketing for MLIM's Institutional Investment Services group.Provided strategic oversight to cash management team's marketing effort. Led development of new products for the group including a private placement enhanced cash offering (2005), local government investment pool (2005), and AAA money market mutual fund (2007).

Analyst - Merrill Lynch Private Client Development / Junior Executive Training (JET) Program