Senior Vice President - Client Capital Management
Current- Direct involvement and oversight of client-facing opportunities, primarily related to portraying the Firm and its products as Clarion's Lead Business Writer:
- Arrangement and oversight of all responses to Request For Proposals for our separate account services and commingled fund offerings, as well as implementation and tracking of client and prospect RFI/Ad hoc deliverables;
- Guiding and crafting written marketing strategies at the Firm and product-level;
- Oversight and management of all 3rd party data requests; and
- Joint oversight of Client Capital Management Operations team.