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