Padel Lattimer Email & Phone Number

• Financial Services focused management consulting and staffing company. Responsible for advisory & staffing practice and overall sales and marketing efforts.
• From a startup, grew sales to over $16 million annually in just three years.
• Achieved a substantial Fortune 100 client base.
• Engagements include:- Built a recruiting network that supports several top tier strategy and management consulting firms- Developed new consulting division for top tier strategy firm and recruited senior managers and.

United States

• Mutual fund board that oversees over $100 billion in mutual fund and ETF assets. Over 126 funds across multiple asset classes and strategies. International and domestic fund offerings.
• Chair of the Operations Committee
• Member of the 15c Committee
• Focus on investment process & performance, trading, distribution, operations and 3rd party vendors
• Deep knowledge of the 1940 Act; The Asset Management Industry and Securities Services

• Responsible for the profitability of existing products, development of new products, strategic planning, investment strategy team, and investment reporting for TIAA-CREF’s asset management division. Member of TIAA-CREF.
• Managed a 51-person organization including 5 managing directors. $30M annual operating budget
• Restructured TIAA-CREF mutual fund business, capturing more than $10M in annual savings.
• Launched 11 new traditional asset class products to support growing assets under management for institutional investors, pension participants, and high-net-worth and retail investors. Re-launched CDO business. Closed.
• Created highly effective investment strategy program and team. The team’s web-based research and commentary generated over 10,000 hits per month
• Member of TIAA Life Insurance Board: 2006 to 2009

• Business executive responsible for sales to asset managers, hedge funds, mutual funds, and broker dealers
• Restructured unit. Formed 4 territories, identified 1589 target universe. Narrowed focus to 59 high value prospects. Generated approximately $5 million in revenue year 1. Built $10 million sales pipeline
• Increased sales calling efforts by over 50%. 175 qualified calls in 2004 Increased market visibility. Averaged 3 press interviews per month. Sponsored 9 conferences. 30 firms contacted per event

• Developed and global business strategy and products to increase revenues. Managed a $100 million business spanning three continents and nearly 200 relationships.
• Lead development of client relationships in the US, UK, Italy, Germany and France
• Managed team of 30 located around the world. Over 100 globally located indirect reports
• Identified a $26 billion opportunity in fees and services related to global money management
• Implemented a 3 year strategy to increase revenue by $260 million. Focused on diversification of client base and growth in key European countries
• Responsible for North America deal review and approval of proposals, including deal structure, pricing and contract negotiations

Over an 18 month period, enhanced distribution and built revenues by cross selling to institutional investors, intermediaries, high net-worth individuals and retail investors. Chair person product governance and new business executive committees. Managed integration of legacy mutual fund families and wealth management investment units. Supported lift-out.

Product management and strategy role which included a great deal of client contact and sales experience.Globally responsible for the Global Custody product. Managed direct and indirect reports in the USA, Britain and Asia. Repositioned global custody and Proxy products. Increased profitability by increasing share of wallet with top clients by over 30%.

Mba, Finance

Activities and Societies: Beta Gama Sigma

Ba, Economics