Work closely with our key partners Eaton Vance and First Trust on portfolio positioning across our various asset allocation, fixed Income and equity strategies. Deliver RBA's ETF based separately managed accounts to Financial Advisors in the Northeast.

New England wholesaler covering Independent and Regional firms

2007-May 2012, SVP, Portfolio Specialist-Represent Cohen & Steers at Advisor Client meetings and Industry Conferences. Responsible for communicating Investment Philosophy across all product lines. Products include Mutual Funds and Separately Managed Accounts.-Featured speaker at client centric meetings, client seminars, prospecting seminars, and one-on-one client meetings.-Extensive Management Experience; hands on coaching and training; worked side-by-side with the National Sales Manager to help develop, oversee, and train the External and Internal Sales Teams.-Work effectively with Product Management and Portfolio Management teams to communicate Investment Themes.-Build and maintain relationships with Analysts, Portfolio Managers, and the Firm’s Investment Committee.-Add value for the Financial Advisor; build and strengthen the connection and relationship between the Financial Advisor and Wholesaler. Close sales and service existing business by teaching and delivering a consistent message.1998-2007, External Wholesaler-First wholesaler hired by Cohen & Steers. Originally managed and covered the entire Eastern Division/East Coast. Territory changed as additional wholesalers were hired--covered the Northeast and New York/New York City.-Managed the marketing, distribution, and sales effort of Mutual Funds and Separately Managed Accounts to all channels. Focus firms included: Merrill Lynch, Morgan Stanley Smith Barney, UBS, Wells Fargo, and RBC.-Extensive product knowledge and experience selling/marketing Global REIT products and Preferred Securities.-Responsible for effectively communicating investment strategy to Financial Advisors, Key Accounts, and Sales Team.-Developed strategies to increase client base through territory management and an array of prospecting techniques.

-Motivated, advised, and guided Advisors in the sale of Public Tax Credit Funds in twenty Northeastern states.-Developed incentive compensation programs and strong relationships to increase Advisor participation.-Doubled the number of top ranked producers in the region.-Developed innovations to improve individual and group training programs in selling skills and product knowledge.