At Richard Bernstein Advisors, my focus on institutional business development is fueled by a deep understanding of financial services and a commitment to fostering strong institutional account relationships. Leveraging my analytical skills, I craft strategies that resonate with a diverse clientele, ensuring their financial objectives are met with precision.Previously, my tenure as Vice President at OppenheimerFunds was marked by the successful management of sophisticated client portfolios totaling over $10 billion in assets, and the generation of significant add-on sales. This experience honed my ability to maintain high retention rates and solidified my reputation as a trusted advisor in the institutional space.