Functional Skills
Business Development
Content Marketing
Sales and Operations Planning (S&OP)
Commercial Due Diligence
Supplier Relationship Management
Software Skills
Salesforce
Certifications
CIMACertified Investment Management Analyst
Series 63
Series 7
Sector Experience
Business Services
Financial Services
Experience
DuPont Capital Management
Sales
Director, Business Development
10/2012 - 9/2023
Managed national sales territory with coverage of corporations, public pensions, endowments and foundations, consultants and RIA's. Sold wide variety of strategies across equities, fixed income as well as private markets.
• Represented DuPont Capital for 14 institutional based strategies across equity, fixed income, and private markets, which provided breadth of product availability to conduct consultative approach.
• Conducted more than 200 activities year over year consisting of face-to-face meetings, virtual "Zoom" calls, due diligence requests, client updates and conferences. Resulting in more than $550M in new client assets since 2015.
• Developed meaningful relationships with key prospects and consultants throughout territory, leading to deep rolodex of trusted partners and repeat clients.
• Ability to communicate complex investment centric market issues and distil into a concise narrative.
• Managed prospect meetings and relationships from introduction through finals presen
• Represented DuPont Capital for 14 institutional based strategies across equity, fixed income, and private markets, which provided breadth of product availability to conduct consultative approach.
• Conducted more than 200 activities year over year consisting of face-to-face meetings, virtual "Zoom" calls, due diligence requests, client updates and conferences. Resulting in more than $550M in new client assets since 2015.
• Developed meaningful relationships with key prospects and consultants throughout territory, leading to deep rolodex of trusted partners and repeat clients.
• Ability to communicate complex investment centric market issues and distil into a concise narrative.
• Managed prospect meetings and relationships from introduction through finals presen
ECHO POINT INVESTMENT MANAGEMENT
Marketing
Marketing Manager
2/2011 - 10/2012
MARKETING MANAGER
● Responsible for broad marketing and business development to strengthen the organization's marketing materials and to generate meaningful leads for new business.
● Responsible for creating and developing effective marketing campaigns for external sales staff
● Development of financial analysis for product launch consideration
● Development of in-depth competitor analysis
Marketing Associate
● Development and completion of marketing material such as presentations and RFPs
● Work with head of institutional sales to develop marketing plan and custom content
● Interact with investment team members to capture essential content for marketing collateral
● Field incoming requests from clients and solve client issues quickly
● Responsible for broad marketing and business development to strengthen the organization's marketing materials and to generate meaningful leads for new business.
● Responsible for creating and developing effective marketing campaigns for external sales staff
● Development of financial analysis for product launch consideration
● Development of in-depth competitor analysis
Marketing Associate
● Development and completion of marketing material such as presentations and RFPs
● Work with head of institutional sales to develop marketing plan and custom content
● Interact with investment team members to capture essential content for marketing collateral
● Field incoming requests from clients and solve client issues quickly
The Vanguard Group
Customer Service
RFP Specialist
7/2005 - 2/2011
RFP Specialist
● Responsibility for completing request for proposals for some of the largest defined contribution plans in the world
● Consult and strategize with institutional sales staff on the best way to tailor responses to various Defined Contribution prospects
● Host strategy meetings with multiple parties to create custom plan and timeline of RFP completion
● Delegate specific and strategic content needs to appropriate subject matter experts.
Presentation Specialist
● Responsibility for completing institutional client and prospective client presentation books for quarterly/annual updates as well as prospective client meetings.
● Design and consult on meaningful content for presentation books
Retirement Specialist
● Took incoming calls from institutional 401(k) plan participants
● Addressed investment needs of retirement plan participants
● Dedicated to the top tier Vanguard clients
● Responsibility for completing request for proposals for some of the largest defined contribution plans in the world
● Consult and strategize with institutional sales staff on the best way to tailor responses to various Defined Contribution prospects
● Host strategy meetings with multiple parties to create custom plan and timeline of RFP completion
● Delegate specific and strategic content needs to appropriate subject matter experts.
Presentation Specialist
● Responsibility for completing institutional client and prospective client presentation books for quarterly/annual updates as well as prospective client meetings.
● Design and consult on meaningful content for presentation books
Retirement Specialist
● Took incoming calls from institutional 401(k) plan participants
● Addressed investment needs of retirement plan participants
● Dedicated to the top tier Vanguard clients