Executive Coaching, Sales Training

Responsible for new business development targeting asset gatherers. Recognized by affiliates for effectiveness and professionalism. Member of the senior leadership team.• Represented broad array of long only equity, fixed income, and alternatives (including PE, RE, infrastructure, timber).• Worked across MF, VA, OCIO, DC and insurance general account channels.• Demonstrated channel fluency (institutional and retail) in an evolving marketplace.• Delivered 13 finals across five affiliates for $12B+ in AUM.

Developed strategic business plan focused on four vertical channels: mutual fund/VA, outsourced CIO (OCIO), asset managers, IODC / 529. • Led a team of 12. • Grew assets from $45B to $125B. • Five-year CAGR of 21% per year. • Closed $30B in wins between 2007 – 2010 including Lincoln, AXA, MetLife, Pacific Life, and John Hancock.

Developed strategic business plan. Led the sales and relationship management teams. • Led new business development, distribution, and relationship management team of 16 people. • Grew AUM from $300M to an excess of $30B. • Grew annual sales from $350M to a peak of $12.5B per year. • Responsible for a group that averaged in excess of $8B in annual sales 2001 – 2006. • Designed strategic framework to gain access to insurance company’s annuity, life, mutual fund, and DC platforms.

Hired as initial sales person for this start-up business in 1996. From 1996 – 2001 transitioned to a sales management role resulting in hiring and training 14 external sales people until promotion to Senior Vice President, Director of Sales. • Grew sales over 3000% from 1996 – 2000.• Managed multi-million dollar sponsorship and expense budget• Designed strategic framework to gain access to insurance company’s annuity, life, mutual fund and 401-k platforms.• Constructed and developed a unique “wholesale to wholesaler” distribution model providing an important leverage point in growing and retaining assets.• Engaged various levels of sales management at client firms gaining inclusion into their distribution.• Developed and delivered presentations at various regional and national sales meetings.• Created standardized sales presentation to ensure uniformity and branding of message