Work History‎ > ‎

Business Development

Led the effort to re-engineer, TRAK, into one of the most successful retail products at Salomon Smith Barney growing AUM from $25 billion to over $ 60 billion.

Helped to project the Consulting Group's image as a global leader in Investment Consulting by making final presentations to Investment Committees of large Institutional Clients. Instrumental in bringing  in $25 billion in new institutional assets into the Group.

Raised over $350 million for a multi-strategy Hedge Fund from institutional and HNW clients worldwide. Successfully engineered an orderly wind down of the  fund with capital returned to satisfied clients.

Extensive network of industry contacts within asset managers, consultants, pension plans, endowments, foundations.