Sherry Whidden Email & Phone Number

Baltimore, Maryland Area

Senior writer, editor, and content manager overseeing all sales materials for the Wealth & Institutional Services Division related to institutional investment advisory opportunities, including globally diversified, multi-asset class strategies and separately managed account strategies, fiduciary and agency services for the global capital markets, and wealth advisory solutions for complex families and high-net-worth individuals. Develop strategies and create custom content working with internal subject matter experts and business partners to develop winning proposals. Manage junior writers on the team.Edit and proofread all custom proposals and presentations created within the Wealth & Institutional Services Division and ensure compliance with the latest performance and legal standards.Conduct a weekly proposal and presentation meeting including internal marketing group, sales people, portfolio managers, and other key members.Perform opportunity assessments and level 1 research for institutional sales opportunities.Review competitive proposals, and attend asset allocation, investment management strategy and fund manager meetings to create and update marketing language.Identify new sales opportunities through manager searches and request for proposal postings.Serve as member of internal GIPS committee.Implemented new policies and procedures for the proposal team including database resource assignments, RFP triage function, and pre-call planning and debriefing sessions.Rebranded proposals and designed style & content development guides including graphics, headings, fonts, customized colors, grammar, structure and other specifications.Attended the Manager Accreditation Training Program for continued development as a leader as well as the annual PAICR seminars.FINRA Series 7, 63 & 52

Member of internal investment team running high-net-worth, trust, and institutional separate fixed-income accounts, with total assets of $2.5 billion.Profiled client objectives to construct portfolios and develop suitable asset allocations. Promoted the BondPlus program through the cultivation of relationships with Client Advisors, development of personalized investment portfolio proposals, and client conference calls.Developed strategy and swap ideas for client base through research and analysis using Advent and Bloomberg.Distributed daily email containing fixed- income relative value, strategy, and market commentary.Traded all fixed-income products with outside broker-dealer contacts for the firm’s wrap fee accounts.Involved in joint venture with Latin America and the Private Bank to provide a fixed-income solution through BondPlus.Designed BondPlus brochure and new report package containing eight detailed exhibits.

Provided marketing support, portfolio analysis, and advice to Financial Advisors within the ParSpective program. Designed client proposals for Financial Advisors that included recommendations on asset allocation, diversification, and security selection. Maintained and analyzed performance results on portfolios and assisted in creating strategy ideas.Conducted branch visits to instruct Financial Advisors on ParSpective and how to market the product. Interviewed potential Financial Advisors for Legg Mason Wood Walker, Inc.Involved in trading and execution including outside broker-dealer relations, back office clearing coordination, and searching bid-wanted and offering postings.