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Work Background
J.P. Morgan Asset ManagementExecutive Director, DCIS National Accounts
Oct. 2015 - Dec. 2024Member of the Global Strategic Relationship team focused on National Accounts Retirement business. • Represented retirement products and asset management solutions to key distribution channels, driving business growth. • Collaborated with sales teams to align distribution efforts and enhance market presence. • Presented thought leadership and insights to partner firms to strengthen relationships and drive sales.
Northern TrustVP, Investment Relationship Manager, Northern Trust Securities, Inc.
Sep. 2012 - Oct. 2015Southeast US• Managed coverage across all channels, including RIA's TAMPS, Banks, BD's, and Recordkeepers. • Responsible for sales of focus products to all channels including mutual funds, separately managed accounts, and investment models.
Gibraltar Private Bank & TrustVice President, Retirement Solutions Advisor
Sep. 2010 - Sep. 2012• Launched 401(k) business line for Gibraltar Private Bank and Trust, focusing on business development and sales strategy. • Managed vendor relationships, reporting, advisory contracts, and internal education for retirement business. • Highly visible within the organization to effectively market services to clients.
INGDirector Corporate Markets Business Development
Mar. 2008 - Jul. 2009Led 401(k) Business Development team to support national sales and implement strategic focus for business growth. Managed cross functional team of 5 to maintain core distribution relationships. Coordinated efforts to integrate product offerings from CitiStreet 401(k) business into ING's platform. • Developed strong relationships with core accounts to increase profitability. • Conducted extensive due diligence with legal and compliance support. • Collaborated with internal business development teams to maximize support and strengthen communication.
GE Asset ManagementVice President of National Sales - VA/DCIO
Aug. 2005 - Mar. 2008Selected to drive platform sales of mutual funds for intermediary distribution. Negotiated new contracts for distribution with key firms to add GE funds to lineup. Developed and managed 15-20 key contacts with intermediaries in VA/DCIO arena. Increased sales from 2006 to 2008 by 68%.
State Street ResearchSenior Regional Vice President
Jan. 2003 - Jan. 2005Senior wholesaler covering RI, CT and western MA. Increased territory business by 105%. Recognized as top producer by performing in the top 20% of wholesaler teams. Mentored internal wholesalers resulting in outside territory placement.
Merrill LynchVice President Retirement Group Sales
Jan. 2002 - Jan. 2003Retirement planning advisor for the northeast district supporting IRA focus. Instrumental in driving new IRA assets toward district goal of $3B. Worked with sales management to develop training programs for 1100 advisors.
State Street ResearchRegional Vice President, Retirement Plans/Fund Sales
Jan. 2001 - Jan. 2002Selected for newly launced full service DC plan business. Territory of FL, GA, AL, MS and LA. Developed $22M in new full service business in first year. Increased territory sales by 45%.
Merrill LynchVice President, District Retirement Plan Specialist
Jan. 1996 - Jan. 2001Assigned to south florida district supporting 30 offices and 600+ advisors. Provided all internal marketing and training for DC sales efforts. Increased district retirement plan sales by 100%.
Gensym CorporationHuman Resources Administrator
Jan. 1993 - Mar. 1996Managed all company benefit plans including, health, dental, vision, 401(k), EAP. Administrered domestic and international payroll. Implemented employee morale, recogition, orientation and appreciation programs.
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