• External Wholesaler, Portfolio/ETF Specialist and main client relationship contact for the Western Region (CA NV HI AK)• Expand RBA product awareness (SMAs & ETFs) in major retail wirehouse/independent firms, RIAs and top private wealth advisors• Conduct sales process through proactive client meetings, phone conversations, conference calls, seminars, webinars, and related initiatives to grow RBA assets• Responsible for helping RBA grow from $3.6 billion to $9 billion in first three years, $16 billion AUM at the peak

• Manage a $500 million territory consulting wealth advisors in Southern California oninvestment strategies including 80 mutual funds, ETFs, and separately managed accounts• Weekly territory travel for FA meetings, seminars, conferences and presentations• $50 million monthly sales average• Responsible for developing a yearly business plan to enhance PIMCO presence of mutualfunds, ETFs, and SMAs in wirehouse, independent and RIA channels• Collaborate with top ranked wealth advisors at Merrill Lynch, UBS, Wells Fargo,Morgan Stanley, LPL, Raymond James, etc. to set up client events, build relationshipsand provide updates on portfolio attributions and risk metrics• Provide critical fund analysis to retail, institutional and RIA clients to help diversifyportfolios using Morningstar, Zephyr and Thompson applications• Specifically chosen to help create and build out the PIMCO West Coast Sales Desk• Responsible for travel with west coast wholesalers as ETF Specialist (CA, OR, WA, NV)• Distribute a weekly ETF scorecard to over 500 PIMCO client-facing professionals• Conduct weekly training in sales development and product fundamentals for newemployees (fixed income, alternative investments and equities)