Expertise in investment management and relationship management with extensive experience supporting consultants, institutional and retail clients.
Director, Client Portfolio Manager
DWS | New York, NY, USA
September 2015 - June 2017
Senior product specialist for US and global equities covering the retail and institutional market, providing
leadership for investment strategy changes, product morphs, mergers and divestitures. Responsible for
product positioning, marketing materials, product commentary, RFP responses and sales strategy for
fundamental and quantitative equity strategies.
• 100% increase in sales on focus More ...
Client Portfolio Manager and Relationship Manager
Lord Abbett | Jersey City, NJ, USA
August 2006 - August 2015
Senior member embedded in the investment team that played a significant role in building the Smid Cap Value strategy from $100 million to $5.5 billion in assets. Managed client relationships and provided investment updates for multiple equity strategies.
Director, Senior Research Analyst
Prudential | Newark, NJ, USA
January 2001 - August 2006
Analyzed, selected, monitored, and terminated investment managers for programs including separate
account wrap, mutual fund wrap, annuities, and proprietary mutual funds. Maintained relationships for 12
investment strategies. Supervised two analysts responsible for 30 investment strategies.
Masters, Business | New York, NY, USA
• Master of Business Administration (MBA), Columbia University
University of Minnesota, Carlson School of Management
Bachelors, Business Administration | Minneapolis, MN, USA
• Bachelor of Science (BS), Business Administration, University of Minnesota, Carlson School of Management, Graduated with Honors