Senior level investment management professional with extensive sales experience high net worth individuals and institutional clients, endowments, family offices and investment consulting firms. I have a deep background in client services, including client portfolio construction Helped grow assets under management for both separate accounts and mutual funds. Recognized by Senior Management and peers for sales leadership and client service excellence Specialties: Building a mutual fund sales program to RIA and regional consulting firms. Building deep relationships with centers of influence and research consultants. Maintain high client retention rating and building strong relationships by p