The Sales & Distribution group at Credit Suisse Asset Management (CSAM) covers institutional investors (pensions, endowments, foundations, consultants, and asset managers) as well as financial intermediaries (registered investment advisors, private banks, and trust companies). Focused on developing relationships with key decision makers (Chief Investment Officers, Directors of Research, Research Analysts, etc.) and delivering alternative investments solutions across Private Equity, Private Debt, Non-Investment Grade Credit, Liquid Alternatives, Securitized Products, and others. Coverage responsibility include select accounts in the Northeast, Mid-Atlantic and Canada.

The Key Account Management (KAM) is a Senior Relationship Management group for the firm's most important institutional investor clients within the Global Markets division. Hand-picked Key Account Managers oversee the relationships at the top of the house to facilitate best-in-class client experiences.Partnered with Key Account Managers to deliver strategically important materials for client meetings, senior management briefings, senior sales and product leadership reviews, business opportunities plans, and other in-depth analyses. Client coverage universe included Asset Managers, Hedge Funds, Banks, Insurance Companies, and Financial Sponsors.

Built exceptional client relationships by providing value-added services and settlement resolutions, while addressing time-sensitive queries in an environment characterized by volume and velocity.Managed the matching, confirmation and settlement processes for the following products: FX (Spot, Forwards, Options, NDFs), Total Return Swaps (Equities and Fixed Income) and other OTC Derivatives.