Executive Vice President - Strategic Accounts, U.S. Global Wealth Management
CurrentPIMCO is the worlds largest active Fixed Income Asset Manager, based in Newport Beach, CA with 23 offices globally. I led a team of six excellent investment professionals as part of our larger Strategic Accounts group in the global wealth management division at PIMCO before we re-channelized in 2021. Since, I assist the new channel head in leading the team, strategy and manage six professionals. I am working with our largest Institutional clients nationally in the Bank and Brokerage channel, focusing on Private Banks, Private Wealth Management divisions and Trust Banks using our public mutual funds, ETFs and private, alternative products . My specialty is speaking to our broad fund complex and discussing our economic outlook, strategies and portfolio positioning across those investment vehicles.Frequent speaker at national and regional events covering economics, markets, and investment strategies.Serve as the primary point of contact for senior decision makers within investment strategy, product management, C suite, manager research, asset allocation committees and portfolio management. Utilize an in-depth understanding of the processes in place at client relationships to provide integrated and symmetric support throughout the distribution chain.My role also allows me to support our PE raises as an investment specialist focusing on our TALF fund in 2009, three vintages of an opportunistic strategy targeting real estate related, mortgage credit and specialty finance imvestments in the U.S. and Europe and two vintages of our Credit Opportunities Fund focusing on distressed credit and specialty finance since.We have partnered with Private Bank and wire house clients during the fund raising of each of these vehicles where I am responsible for speaking to the investment strategy, portfolio composition and the terms of the deal. Raising over $2.9 billion so far with these strategic, distribution partners.
