Global oversight of strategic services and marketing with 100+ reports for several years. Also took on executive leadership role in Asia including acting member of Asia Pacific regional management board; Serve as an executive consultant to assess and frame new ideas to evolve marketing structure to fuel growth in the region. Oversee product, client, and investment marketing areas, as leader of business services.Built and currently managing a client-focused Institutional Business Services organization, as well as a Marketing Operations group supporting the firm’s global retail and institutional businesses. Manage $25M+ budget and team of 170+ employees across 16 locations worldwide.

Promoted to a senior executive role to expand institutional marketing and servicing capabilities around the world. Oversaw firm's institutional business line, targeting public and private defined benefit plans, defined contribution plans, foundations, endowments, and international funds. Drove organic growth on both a domestic and global scale and helped expand firm assets under management from US$65B to US$187B. Integral in 7 additional strategic acquisitions.

Built, grew, and provided strategic leadership to U.S. Institutional Business with direct oversight of marketing services, operations, technology. Led cross-functional teams of up to 100 professionals.- Helped drive business expansion from US$20B to US$65B in assets under management, making Franklin Templeton available in 23% of 401(k) plans across the U.S.- Established the company as a key institutional player in the U.S. by assisting with the acquisition of Templeton along with Mutual Series.