In this leadership role, I created and implemented lucrative, targeted new business, marketing and communication campaigns, rebranding marketing materials and client-facing proposals to ensure alignment with prospect and client needs. My efforts propelled firm and brand awareness within the public retirement plan sponsor and investment consultant communities.With a reputation for engaging prospects, consultants and internal stakeholders through exceptional communication, relationship… Show more In this leadership role, I created and implemented lucrative, targeted new business, marketing and communication campaigns, rebranding marketing materials and client-facing proposals to ensure alignment with prospect and client needs. My efforts propelled firm and brand awareness within the public retirement plan sponsor and investment consultant communities.With a reputation for engaging prospects, consultants and internal stakeholders through exceptional communication, relationship management and leadership skills, I consistently achieved my goals.Key achievements:● Achieved 50% closure rate with final new business prospects, generating $1M+ in annual revenue during economic downturn with challenged investment styles.●Acquired first relationship with home state retirement system since firm’s inception in 1985, obtaining a significant allocation from this highly regarded Fund.● Developed and harvested a robust national pipeline of search activity by engaging Boards of Trustees, investment staff and their consultants across relevant asset classes.● Selected as a National Association of State Treasurers Corporate Advisory Board Member● Appointed as an Advisor to the Executive Board of the National Conference on Public Employee Retirement Systems.●Promoted firm’s investment capabilities by attaining speaking engagements at eight regional and national conferences. Show less

By initiating, cultivating and broadening over 165 client relationships, I generated $50M in annual revenue from allocations of $12 billion in assets across 30 investment styles over 10 years. As a subject matter expert on public employee retirement systems and associated investment management consultant firms, I positioned the organization to be a market leader in the sector.• Spearheaded national public fund new business and marketing effort that significantly raised… Show more By initiating, cultivating and broadening over 165 client relationships, I generated $50M in annual revenue from allocations of $12 billion in assets across 30 investment styles over 10 years. As a subject matter expert on public employee retirement systems and associated investment management consultant firms, I positioned the organization to be a market leader in the sector.• Spearheaded national public fund new business and marketing effort that significantly raised awareness, guiding seven-person team to ensure productivity and competence • Cultivated and sustained relationships with 15 regional and national investment consulting firms.• Viewed as a Trusted Advisor to clients, companies, prospects and consultants,• Levered contacts and nurtured networks to grow client base, assets and revenue.• Obtained “Buy Ratings” in all asset classes by advancing due diligence process through research groups, leveraging relationships with lead consultants and senior management.• Acknowledged as company ambassador at national conferences • Significant event-planning skills leveraging networks, coordinating logistics and obtaining speakers. Show less