Warren Mulhern Email & Phone Number

Massachusetts, United States

United States

Drive sales to EAM’s AI-driven asset management process

Vice President – Institutional Division• Headed Institutional Sales Division for a multi-billion dollar mutual fund family• Led institutional client retention and new business development efforts in endowment, defined benefit, multi-payer, and municipal government channels• Managed relationships with institutional clients and prospects and presented before numerous Pension Boards and Investment Consultants on strategies for achieving goals• Oversaw a multi-million dollar Institutional Division budget• Supervised multiple reports while reporting directly to the Executive Vice President

Director - Due Diligence (2004-2006)Senior Consultant & Vice President (2000-2006)Director of Operations, Consultant & Vice President IMS-Hannah Consulting (1997-2000)Vice President - Investments (1994-1997)Due DiligenceDirected all aspects of the due diligence effort for the firm’s institutional and high net worth individual consulting clients under management valued at $4.9B. Oversaw hiring and reviews of all asset managers.• Oversaw investment manager research analysis and report production for the firm’s separate account wrap fee program (MAC) with $1.2B assets under management, mutual fund program, and Alternative Investment platform• Personally conducted Alternative Investment due diligence including hedge fund, venture capital, private debt and equity and real estate managers• Served as chief provider of investment management guidance to the Asset Management Services Department for new product development as well as existing product supervision and improvement. In this capacity, served as:- Chairman, Asset Management Services Committee- Member, New & Special Product Commitment Committee- Chairman, Advest Managed Portfolio Services (AMPS) Committee- Chairman, Advest Benefits Investment Sub-CommitteeRelationship Management• Grew assets 83% from 2002 to 2005 and revenues grew at 55%• Leveraged the Mony Group into $100M in new assets over 18 monthsEstablished new money managers to attract advisor/client assets such as Armstrong Shaw and Columbus Circle Investment ManagementManagement• Managed a due diligence group responsible for all aspects of manager, mutual fund, and alternative research• Provided management, leadership, direction, and vision for 60 person wealth management department• Worked closely with senior management in designing firm’s fee-based investment management platform.

Economics And History

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