▪ Achieved sales growth across multiple territories in both hybrid and internal role▪ Developed strategic relationships with financial advisors, their end clients, and home office counterparts across the country▪ Support financial advisors with positioning GW&K strategies with prospective clients▪ Assist in providing suitability recommendations among various strategies▪ Provide strategy updates to advisors for client reviews▪ Periodically assist in client calls to help explain market volatility▪ Represent firm at conferences and business development meetings across the country▪ Analyze outside client portfolios and provide talking points to advisors▪ Coordinate optimal meetings for externals

▪ Actively function as liaison between client, portfolio manager, custodian, operations and reconciliation departments▪ Coordinate with traders to identify trading strategies and cash flow needs on an individual account basis▪ Partner with portfolio managers and relationship management to ensure that client’s portfolios continue to be allocated appropriately without unintended risk ▪ Advise the client or the financial advisor information about recent market cycles and activity within GW&K portfolios▪ Maintain a thorough knowledge of each investment strategy and how those portfolios fit into a client’s total allocation ▪ Provide detailed market insight, trading and strategy information, as well as various statistics (yields, duration, and curve positioning) to external and internal sales wholesalers and third party brokers. ▪ Manage daily cash balances and transactions

Handles multiple relationships on SEI platform. Coordinates with brokers and investment managers to make sure all trades are settled in a timely mannerHandles all daily client inquiries regarding cash or trade related items, statements, and any other specific client needsWon award for improving processes