Business developement and client service in North America

• US Country Head in charge of six-person Boston Office• Responsible for all business development and client service for F&C in North America• Won institutional mandates from public funds, foundations, faith-based investors, corporate pension plans and mutual fund groups• Successfully marketed products include: Global Emerging Markets Equity, Global Equity, Global Climate Change, Global Convertible Bonds and Sustainable Global Equity• Active with top investment consultants nationally, sub-advisory business, wrap programs and manager of manager platforms in both the US and Canada• Responsibilities include: business strategy, marketing, client service, product development, staff management, compliance and budget oversight• Instrumental in the creation and successful launch of the US market’s first Global Emerging Markets Equity Fund with focus on Environmental, Social and Governance (ESG) themes

• Responsible for the wholesale of MFS mutual funds, annuities and international products through the banking distribution channel in New York and Connecticut • Worked closely with investment consultants, investment advisors, sales managers, mutual fund coordinators and annuity coordinators of more than 12 major bank programs in the area• Conducted daily meetings with registered representatives, public seminars, broker dealer seminars, group sales presentations, investment days, sponsored outings, branch training workshops and private client meetings• Estimated annual sales of $70 Million