Willis Investment CounselHead of Business Development
Jan. 2013 - Jan. 2014 Recruited to redirect strategy and revitalize acquisition and service of institutional clients
Accountable for all aspects of business development, including high-net-worth individuals, pensions, endowments and foundations, family offices, registered investment advisors, and consultants
Spearheaded the evaluation process of a Investment Advisers Act of 1940 mutual fund to capitalize on growing demand