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PROFILE
Highly accomplished client relationship manager with outstanding track record of success in financial services
organizations. Proven ability to establish and enhance client relationships for revenue optimization and client
retention. Expertise in fostering communication and cooperation across functional and geographical
boundaries. Well-versed in training and developing employee teams. Core areas of knowledge and expertise
include:
EXPERIENCE
Professional development and networking with peers in financial services and career organizations. Stay
connected and current in investment management industry through extensive interaction with industry
colleagues and research via industry publications. Active community involvement through part time work with
the elderly.
• Significantly improved revenue generation and achieved gross sales of $230 million.
• Consistently advocated global products, including domestic/international equity and fixed income,
hedge/private equity fund of funds, absolute return strategies, and direct private equity.
• Defended assets at risk through portfolio reviews and investment team meetings.
• Established thought leadership series in multiple cities for new business development.
• Identified and obtained investors as speakers for industry conferences that increased awareness of
firm with prospective clients and positioned firm as thought leader.
• Enhanced relations between institutional and retail investment management divisions during
channel combination by initiating communications and cooperation across channels.
• Reduced timeline for quarterly mutual fund, board meeting, and marketing publications by 50%
with new production process.
• Streamlined global portfolio commentary and data collection for improved efficiency.
• Defined and structured Fund Relationship Manager role in New York City location to provide more
client centric and proactive approach to strengthen existing middle market relationships.
• Transitioned 80 client relationships from senior portfolio specialists to fund relationship model.
• Reduced staff report workload by 50% with new portfolio accounting system.
• Transitioned all clients and portfolio managers to new reporting software package.
Early career as Client Service Representative with Garrison, Keogh & Company.
EDUCATION
LICENSING
PROFESSIONAL ASSOCIATIONS