May 2016
  • A Head of National Sales Reporting and Analytics for a $136 Billion global investment management firm and leading quant manager
  • Micro Cap/Small Cap Lift-Out Team
  • Head of DCIO; Defined Contribution Business Specialist; and Defined Contribution Consultant Relations Manager for a $140 Billion investment management firm
  • A PhD Investment Strategist for a $5 Billion quantitative asset management firm
  • NRC/Offshore Investment Sales Professional, Miami & Latin America
  • Chief Operating Officer responsible for supporting a 250 person Wholesaling force
  • Director of Client Services and Operations for a top-tier investment management firm
  • Built a sales team dedicated to coverage of RIA and Private Banks for a top 25 global asset manager
  • Chief Investment Officer for a leading U.S. Insurance subsidiary of a top 5 global multi-line insurance provider
  • A DCIO  Sales, Central and DCIO Sales, East for a wholly owned, multi-boutique $500 Billion global asset management firm arm of a top 5 Life Insurance Company
  • Director, DCIO Sales for $1.26 Trillion global asset management unit of a top 5 global bank
  • Chief Marketing Officer for a publicly traded, diversified financial services and insurance organization
  • Head of Institutional Sales, Canada
  • Head of Institutional ETF Sales, Americas