- Lead manager for over 60 client relationships totaling over $1 billion in assets under management across our endowments and foundation, corporate and public pension, and health care system clients.-Conduct investment and business related discussions including investment updates to client trustees, boards, and investment committees on an ongoing basis.- Engage in product reviews as proxy for portfolio management across multiple asset classes including equities, fixed income, alternatives, and commodities.- Create business opportunities by understanding client’s main priorities and aligning those factors with Wellington solutions.- Expand relationships with key clients, resulting in $500k annual revenue growth.- Collaborate with a broad set of functional teams across the firm to address client needs, including Product Management, Legal, Compliance, and Finance.- Direct and guide client-facing analysts producing client deliverables.- Implement, organize and host quarterly investment webcasts targeting small to mid-size endowment and foundation clients.- Played key role in overseeing and moderating Wellington Institute.

- Integral member of the endowment & foundation relationship management team.- Assisted clients with long-term investment strategy and policy issues, evaluate portfolio risks and performance, ensure compliance with policy guidelines and applicable regulations, and resolve operational issues.- Prepared, conducted and followed up on client meetings and inquiries, working with the relationship manager.- Coordinated and delivered on all aspects of projects related to clients, including account set ups/transitions, questionnaires, negotiation of guidelines, and legal agreements.

- Managed current executive benefit programs for numerous large Boston corporations.- Created, produced, and presented new business proposals to senior management of local companies.- Consulted on, and implement several successful executive benefit programs including deferred compensation, executive life and disability insurance coverage, split dollar life insurance, and key person life insurance.- Communicated and enrolled voluntary multi-life supplemental disability insurance plans.

- Managed over $5 million of assets for 20 client account portfolios.- Conducted client meetings, discussed client’s portfolio needs and risk tolerance, determined appropriate asset allocation, implemented strategies, monitored progress and serviced clients.- Fundamental and technical analysis of approximately 50 companies in five different industries.

- Built personal financial planning practice of 300+ clients, with assets under management of over $17 million.- Member of advisor coach team that successfully trained and motivated a pool of over 30 first year advisors.