Advisor for private placement residential real estate debt fund, Tiger & Bulldog Ohio Fund, investing in short-term first lien financing for real estate developers and entrepreneurs in the Ohio area. • Raising capital investing in residential transition loans offering low-risk and consistent, above average returns. • Sales focus to high-net-worth individuals and family wealth offices that invest in alternative products.• Built out due diligence deck and data room material including track record, institutional material, and FAQ’s.

Position merged from the acquisition of Allianz US Asset Management. Responsible for managing the relationship of key clients that represent approximately $80 billion in sub-advised AUM. Key Account Clients: Virtus Investment Partners, AllianzGI, Wisdom Tree and Permanens.• Collaborated with business partners to build out a global client support model with strategic partner, Allianz Global Investors, that represents $70+ billion in AUM across Equity and Fixed Income strategies.• Led the transition and managed the Virtus Investment Partners relationship supporting, one of Voya’s largest Sub Advisory relationships with over $6 billion in AUM invested across multi-asset and convertible strategies.• Presented quarterly sales and business highlights for senior management discussion with Executive Leadership that led to ongoing business.• Hosted due diligence meetings for existing clients and potential new institutional clients which led to continuous building brand awareness.

Key client manager supporting the largest client, Virtus Investment Partner• Maintained relationships with all key partners supporting the distribution and sales efforts across alternative AllianzGI sub-advised products.• Senior liaison with National Account and Investment Product teams responsible for managing platform placement, product due diligence and marketing activities for intermediary firms.• Collaborated with Investment Product group to launch new strategies.

Distribution partner for boutique asset management firm offering ETF alternative strategies. Contributed to sales by initiating and developing new relationships with analysts, RIAs, Family Wealth Offices and CIOs.• Participated in launching 2 actively managed tactical investment ETF strategies that raised over $325 million.• Assisted in platform agreement conversations with TAMPs, RIAs and Regional IBDs to build ETF awareness and sales.• Drove RIA sales in the Northeast regional raising $100 million in AUM.

Oversaw asset management due diligence, idea generation, product structuring, syndication, and sales strategy development.• Originated, structured, and marketed alternative structures raising over $900 million across closed-end funds, open-end funds, alternatives, direct lending and CLOs via wealth management platforms.• Worked with an investment platform distributing ABS products to HNW investors raising over $30 million.• Coordinated with sub-advisor investment teams, partner firms, fund administration, legal partners, and in-house constituents to prepare diligence documents for due diligence and research committees.• Implemented and managed investor relations initiatives coordinating with key stakeholders and communicating with institutional investors to drive sales and awareness.• Provided regulatory oversight in accordance with applicable securities laws and regulations which led to positive FINRA examinations with no negative findings.

Led relationships with asset managers to structure closed-end funds and worked with internal due diligence committee, investment banking, legal, risk and compliance to bring CEFs to market.• Originated, launched and marketed 38 CEFs raising over $35 billion in sales and $260 million in revenue.• Negotiated structuring fees• Increased year-over year revenue by over $100 million and exceeded one-year plan by over 50% percent.