- Responsible for Putnam’s 30 Largest Strategic Accounts in both the Insurance & RIA channels – AIG, Equitable, Guardian, Lincoln, Nationwide, Symetra, Charles Schwab, Fidelity, etc.. - Responsible for proactively driving product placement, new assets and increasing firm revenue within key research-directed distribution platforms, including communicating portfolio positioningand strategy and providing ongoing competitive analysis.

Partner with external wholesaler, Sam Lieberman, in the bank and broker dealer channels in New York City Develop and retain relationships with key advisors in major wire houses and banks, sharing sales ideas, providing product updates, prospecting, and leveraging Putnam resources to help advisors increase their businessTravel in territory to conduct one on one meetings, branch meeting events and seminarsRepresent Putnam at various firms' regional and national conferencesMentor… Show more Partner with external wholesaler, Sam Lieberman, in the bank and broker dealer channels in New York City Develop and retain relationships with key advisors in major wire houses and banks, sharing sales ideas, providing product updates, prospecting, and leveraging Putnam resources to help advisors increase their businessTravel in territory to conduct one on one meetings, branch meeting events and seminarsRepresent Putnam at various firms' regional and national conferencesMentor and train DMS and RMAsWork with new broker/dealer wholesalers Show less

Junior partner in a start-up equity hedge fund

Managed Market Making and Trading for a specific book of stocksSuccessfully managed current firm relationships and cultivated new customer opportunitiesOrganized customer conferences and corporate outings for current and potential clientsBuilt a relationship with two key decision makers thru telephone and personal contact that tripled new customer orders. Doubled the company's profitability and expanded the employee base from 6 to 12