Senior Vice President, Mutual Fund Sales And Marketing
• Led sales, sales planning, marketing and account development for American Funds Distributors in metropolitan New York City• Developed, delivered sales presentation webcasts for national sales force• Cultivated strong professional relationships among financial professionals and clients• Coached and trained financial professionals and their teams in practice development• Assisted financial professionals with the creation and implementation of investment policy statements for 401(k), pensions and foundations; assisted with ongoing monitoring of fiduciary liability