SUMMARY OF QUALIFICATIONS Successful institutional marketer, with more than 20 years of investment experience in the financial services industry. Main areas of emphasis include public and corporate pension plans, foundations and endowments, and high-net-worth investors. Proactive sales professional with significant expertise in establishing relationships, building coalitions, and facilitating sales directives to achieve strong, sustainable results.

Highlights:

• Market Research
• Research
• Sales
• Sales Executive
• Security
• Investment Management
• Management
• Equity
• Accounting
• High Net Worth