Developed and closed $210 Million in new fixed income discretionary investment assets by providing depth of bond market knowledge and presentation skills. Produced an additional $3 Million in net additional revenue. * Met quarterly with $32MM $30MM and $80MM account holders. * Primary contact with $6MM $8MM and $190MM non-profit accounts. Conducted semi-annual board presentations for these accounts as well as phone calls to discuss quarterly statements. * Reduced costs by restructuring Equity and Fixed Income investments within the Employer's Retirement Account * Succeeded at negotiating an increase in soft dollar arrangements with money market vendor Consistently exceeded relevant Fixed Income Benchmarks * Provided individual portfolio construction based on client risk and liquidity parameters * Received highest remarks from regulators for streamlined and thorough compliance reviews.

Highlights:

• Management
• Portfolio Management
• Equity
• Fixed Income
• Fixed Income Investments
• Budgeting
• FACETS
• Business Development