R. Dino Davis, Cfa, Mba Email & Phone Number

Boston, Massachusetts, United States

Represented U.S. equity strategies globally on behalf of the portfolio management teams. Regularly educated and updated internal teams and external clients on the investment philosophy, process, positioning, and performance of Amundi Pioneer equity strategies. Wrote monthly, quarterly and annual commentaries, incorporating Factsheet attribution and Barra risk analytics. Presented at consultant, prospect and client meetings, as well as at institutional finals presentations.

Boston, Massachusetts, United States

Represented portfolio management team with major institutional investors and consultants, retail due-diligence teams and large financial advisor audiences worldwide. Strategies included US large cap core, US large cap growth, US large cap value, US small cap, global core, global low volatility, European and Emerging Market equities. Met with investors globally to explain the investment philosophy, process and performance of portfolios and to provide updates on overall financial market performance, economic trends and the firm's economic outlook. Responsible for cash and exceptions management. Worked closely with partners in global distribution to effectively increase awareness and understanding of team’s investment capabilities spectrum.• Contributed significantly to increasing team’s assets from $3 billion to over $20 billion across all strategies• Helped increase the number of team’s strategies from less than 10 to over 25• Heightened team’s brand awareness globally by: o conducting 10 interviews for publications in 6 countries o presenting at 25 conferences in 14 countries o co-authoring 5 white papers on Emerging Market, low volatility and quantitative/fundamental investing (which was referenced in Priest WW, Bleiberg SD, Welhoelter MW. Winning at Active Management: The Essential Roles of Culture, Philosophy, and Technology. 2016. John Wiley & Sons.)• Received firm’s Swanson Award for 3 consecutive years in recognition of my outstanding support of MFS’ global distribution team• Taught an evening course in Waseda University’s Executive MBA program in Tokyo

Boston, Massachusetts, United States

Led business development in Canada and the US for a $10 billion fundamentally-based, quantitative asset manager offering long-only, market neutral and 130/30 strategies to institutional investors globally.• Significantly increased firm’s calling activity, conducting over 250 meetings in 18 months• Expanded pipeline from less than 5 opportunities to over 40• Drove successful positioning of firm’s new low volatility strategies with US and Canadian prospects• Created and coordinated firm’s inaugural research symposium across several venues in North America

Boston, Massachusetts, United States

Drove business development and consultant relations across the US for a $7 billion derivative overlay asset manager.• Automated and implemented a national consultant-centric sales strategy significantly increasing firm’s calling activity by conducting over 120 meetings in seven months• Helped develop and market new institutionally-focused covered-call writing strategies• Created firm’s institutional marketing infrastructure• Hired, trained and mentored firm’s marketing associate• Created and coordinated firm’s inaugural institutional investment seminar series

Boston, Massachusetts, United States

Initially retained as an individual contributor in an investment director role, I was promoted to lead the department responsible for all product management aspects of the firm’s non-US equity institutional products. Team’s functions included investment content creation and delivery, product development and engineering, RFP writing, competitive analyses, market research and collateral materials. Additionally, I acted as the client-facing investment representative with institutional investors and consultants globally for 3 portfolio management teams representing emerging market, international growth and quantitative/fundamental equities.• Represented 3 portfolio management teams in over 220 meetings with investors and consultants in Asia, Europe and North America• Helped double the number of non-US equity investment strategies• Restructured department and managed 200% staff turnover during the organization’s transition from Fidelity Management Trust Company in Boston, Massachusetts to Pyramis Global Advisors in Smithfield, Rhode Island• Initiated a formal mentoring program to help build team unity and foster development of junior members

Boston, Massachusetts, United States

Initially retained as an individual contributor in an equity product manager/institutional portfolio manager role, I was promoted a few times during my tenure at the firm. Key responsibilities lastly included representing portfolio managers in meetings with investors, consultants and the media while leading the department responsible for all product management aspects of the firm’s equity business, including preparing investment reviews, capital market summaries and investment-related topical pieces; monitoring investment processes to maintain product integrity; and developing new products. I was also promoted to head firm’s consultant relations team, responsible for developing and executing firm’s consultant relations strategy.• Represented portfolio managers in over 600 meetings with investors and consultants: o Achieved a 60% close rate in finals presentations o Contributed significantly to raising firm’s small cap growth assets from $150 million to $2 billion• Spearheaded the restructuring and reorganization of firm’s product management department twice in 2 years: o Managed over 80% turnover in staff o Redesigned the quarterly investment review preparation process, accelerating the process by 30% o Initiated a formal mentoring program to help build team unity and foster development of junior members• Increased consultant meeting activity by over 50% • Co-authored 3 white papers – “Small Cap Investing”, “Putting the Alpha Back in EAFE” (a condensed version was published in Pensions & Investments), and “Value, Growth, and the Role of Sector Weights”• Represented firm as a presenter or investment panel member at several conferences sponsored by national organizations such as Pension & Investments and Institutional Investor, as well as regional associations including the Texas Association of Public Employee Retirement Systems (TEXPERS) and the Louisiana Association of Public Employees’ Retirement Systems (LAPERS)

Boston, Massachusetts, United States

Led a staff of 7 equity product management and consultant relations professionals. Responsible for managing all aspects of firm’s equity products -- totaling over $20 billion -- including investment content and delivery; product development and engineering; RFP preparation; competitive and market analyses and investment-related marketing materials. Developed and helped execute firm’s consultant relations strategy. Met with investors, consultants and the media.

Boston, Massachusetts, United States

Led a staff of 5 equity and fixed income product management professionals responsible for developing and delivering a broad and diverse range of equity and fixed income products -- totaling over $42 billion -- to investors and consultants. Primary product management responsibility for US large cap analyst-managed, US large cap core, US large cap growth, US mid cap value, US small cap growth and US small cap value. Key responsibilities included representing portfolio managers in meetings with investors, consultants and the media; preparing investment reviews, capital market summaries, and investment-related topical pieces; monitoring investment processes to maintain product integrity; and developing new products.

Boston, Massachusetts, United States

Product management responsibility for US large cap analyst-managed, US large cap value, US mid cap value, US small cap growth, energy, concentrated international, and international equity. Key responsibilities included representing portfolio managers in meetings with investors and consultants and preparing investment reviews, capital market summaries, and investment-related topical pieces.

Boston, Massachusetts, United States

Initially retained as an individual contributor in a client service analyst role, I was promoted to a relationship manager position in recognition of my accomplishments. Managed over 40 institutional client relationships representing over $4 billion in assets. Global client base included pension plans, endowments, foundations and public funds in Europe and the US. Mandates included global, international and US equities; intermediate, core and core-plus fixed income; and synthetic Guaranteed Investment Contracts. Trained new client service analysts and coordinated workflow amongst the team. Responsible for proxy voting, directed brokerage, social investing and compliance issues.• Key contributor to launching the firm’s first: o Germany-domiciled spezialfonds with a German investment manager o Luxembourg-domiciled SICAV with a Swedish investment manager o British Virgin Island-domiciled fund with a Swiss investment manager o A series of Canada-domiciled funds• Successfully deepened and broadened client relationships: o secured several new mandates from existing client contacts who moved to new organizations o cross-sold new and different asset classes to existing clients

Greater Boston

Drove the sales and marketing efforts of a national provider of information technology services.• Increased sales by 30% and reduced costs by 35%• Doubled the client/prospect database by automating marketing operations

Greater Boston

Managed the processing, distribution, customer service and data entry departments to report property tax information to the mortgage lending community and the return of tax payments to taxing authorities for all of New England for a national provider of real estate tax reporting services. Responsible for 13 full time and 40 temporary employees. Led the New England branch office in the absence of the Area Vice President. • Ensured quality service for over 240,000 accounts, 1,200 vendors and 1,600 institutional clients• Reduced quarterly processing time and error rate by 20%

Multiple Locations

Served in several line and staff roles in the US and abroad. Line positions included company commander, company executive officer and platoon leader. Staff positions included research & development project officer and battalion operations officer.• Medals awarded include: o Meritorious Service Medal o Army Commendation Medal o Army Achievement Medal• Honors received include: o Distinguished Honor Graduate, Officer Advanced Course o Distinguished Honor Graduate, Officer Basic Course o Commandant’s List, DoD Materiel Acquisition Management Course o Nominee, General Douglas MacArthur Leadership Award• Qualifications earned include: o US Army Airborne badge o German Bundeswehr Leistungsabzeichen (Military Proficiency Badge) o US Army 10,000-mile Run for your Life badge• Additional non-job-related honors include being selected to: o Command the Nuclear Accident/Incident Response and Assistance Team for central Germany o Serve as a translator/aide-de-camp for visiting Warsaw Pact general officers o Write and narrate a bilingual ceremony for and in conjunction with the Chiefs of Staff of both the German Bundeswehr and American Army o Act as Assistant Defense Counsel in two court cases for the United States Army under the Uniform Code of Military Justice o Serve as the spokesperson representing US Army Natick Research, Development and Engineering Center on Boston’s WBZ TV’s Evening Magazine

Greater Boston

Commanded the headquarters’ company of a US Army base. Responsible for all planning, training, operations, personnel administration, logistics and welfare for over 190 soldiers and their families. Managed annual budget in excess of $600,000. Accountable for plant, property and equipment in excess of $6 million. Served as Contracting Officer for a $200,000 government contract.

Greater Boston

Responsible for new product development and product improvement. Led a team of 6 project managers for a collective protection shelter/individual protective ensemble chemical defense system. Coordinator for International Chemical Weapon Treaty Verification Committee with a budget of over $350,000. Planned and conducted marketing displays worldwide. Evaluated and procured foreign military equipment. Co-authored an article on total quality management titled Focusing on the Customer at the Natick RD&E Center. US Army Research, Development and Acquisition Journal. January 1991. 8-11. Selected to represent US Army Natick Research, Development and Engineering Center on Boston’s WBZ TV’s Evening Magazine.

Frankfurt Am Main, Hesse, Germany

Responsible for all training, operations, maintenance and logistics for 161 soldiers, 63 vehicles and associated materials and support equipment for a combat-ready armored division line company on the former East/West German border. Led the headquarters company platoon consisting of 40 soldiers, 5 vehicles and associated materials and support equipment. Planned and conducted the exchange and fielding of 2 new major weapon systems. Assumed command and led the company on several occasions.

Frankfurt Am Main, Hesse, Germany

Responsible for training, operations, maintenance and logistics for 21 soldiers, 10 vehicles and associated materials and support equipment for a combat-ready armored division line company platoon on the former East/West German border. Developed a quality assurance program resulting in a 99% equipment readiness rate. Additionally, commanded the Nuclear Accident/Incident Response and Assistance Team for central Germany. Selected as a translator/aide-de-camp for visiting Warsaw Pact general officers.

Hanau Am Main, Hesse, Germany

Assisted the Chief of Plans, Operations and Training of a 700-soldier, 5-battery battalion. Responsible for helping plan and execute the training and operations for a combat-ready armored division battalion on the former East/West German border. Contracted and procured goods and services from German municipalities, businesses and private citizens. Acted as Assistant Defense Counsel in 2 court cases for the United States Army under the Uniform Code of Military Justice. Chosen to write and narrate a bilingual ceremony for and in conjunction with the Chiefs of Staff of both the German Bundeswehr and American Army. Coordinated and participated in 19 German / American military symposiums.

Anniston, Alabama, United States

Responsible for training, operations, maintenance and logistics for 21 soldiers and associated materials and support equipment.

Mba, International Finance/Marketing, Summa Cum Laude Graduate

Activities and Societies: Beta Gamma Sigma Honor Society

Bs, Agricultural Economics / Business Management, Dean'S List; Distinguished Military Graduate

Activities and Societies: Scabbard and Blade Military Honor Society Department of the Army ROTC Scholarship Award Founding Member, German.

High School Diploma, Valedictorian