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Strategic business leader with a proven track record of successfully driving revenue in two new distribution channels for two institutional asset management firms.  Experience driving marketing, product development, sales, and operations.

 

Executive Profile and Key Accomplishments

 

Dynamic communication, presentation, negotiation, and relationship management skills along with sharp business acumen and demonstrated ability to grow revenues, expand client base, and increase bottom-line profitability.  Strategically plan and execute comprehensive marketing and business development campaigns, identify and capitalize on opportunities to penetrate and develop markets, and proactively monitor industry trends and developments to minimize risk.  Negotiated exclusive vendor contract and increased revenues at Chartwell Investment Partners.  Established $1B distribution channel at Turner Investment Partners.  Doubled assets under management at Rittenhouse Financial Services.

 

Career History

 

CHARTWELL INVESTMENT PARTNERS, Berwyn, PA      

Director, Partner                                                                                                                              2004 C Present

 

Chartwell Investment Partners is a $5 billion asset management firm, founded in 1997.  The employee-owned firm is a quality-based equity and fixed income manager with a disciplined, team-oriented investment process.  Chartwell maintains a firm-wide commitment to fundamental research.

 

• Established and continue to manage retail/private client distribution channel responsible for increasing revenues and positioning firm for growth; lead 9-member marketing, operations, and client service team in all activity.
• Conducted extensive market research to identify and evaluate prospective outsourced service providers; negotiated all fees and contractual terms.
• Cultivated business relationships with major national wirehouses and regional firms; placed 6 distinct investment strategies on 10 different platforms.
• Created new marketing collateral for retail, sub-advisory, and institutional distribution channels; work closely with portfolio management teams on all aspects of distribution, marketing, and portfolio positioning.
• Managed institutional relationships for 5 Tier-One and 8 Tier-Two consulting firms; ensured exceptional client service for institutional and retail firms.
• Implemented and customized Salesforce CRM solution to effectively meet the needs of the institutional and retail sales team.

 

                       

TURNER INVESTMENT PARTNERS, Berwyn, PA    

National Sales Manager, Partner                                                                                                        2000 C 2004

 

Turner Investment Partners is a diversified entity providing investment management and distribution services with assets under management totaling approximately $17.4 billion. The independent firm offers institutional equity services, advises portfolios through relationships with managed accounts sponsors, and advises mutual funds that are part of the Turner Funds group as well as other fund families. Their clients include pension funds, foundations, public companies, other asset managers, financial advisors, and individuals.

 

• Built new distribution channel with nearly $1 billion in total assets; developed group of 12 sales and client service professionals to service SMA and mutual fund distribution.
• Worked with the home offices of Smith Barney, Morgan Stanley, Wachovia, AG Edwards, and others to discuss new product offerings; managed relationships with divisional and regional sales teams at major broker dealers.

 

RITTENHOUSE FINANCIAL SERVICES, Radnor, PA          

Vice President                                                                                                                                        1996 C 2000

 

Rittenhouse Financial Services was an asset management firm now operating under the name of Santa Barbara Asset Management.

 

• Doubled firm s assets to more than $10 billion through sales of Rittenhouse and Nuveen investment portfolios to national Advisors and Consultants; developed relationships with sales professionals and assisted in presenting value added materials.

 

BRINE, INC., Milford, MA

Northeast Sales Manager                                                                                                                   1991 C 1996

 

Brine is a long-standing sporting goods manufacturer now owned by New Balance.

 

• Achieved 20% average increase in annual sales for four consecutive years as the manager of $5 million territory.
• Supervised summer interns in cost-effectively gathering and analyzing product data; partnered with Product Development Group to design and improve products based on findings.

 

                                           

BINSWANGER COMPANY, Philadelphia, PA   

Vice President                                                                                                                                        1989 C 1991

 

Binswanger offers a complete range of fully integrated real estate services to meet client needs across the globe.

 

• Represented approximately $100 million in warehouse space throughout Southern New Jersey; favorably negotiated all leases and sales on behalf of property owners

 

SHEARSON LEHMAN BROTHERS, New York, NY               

Equity Sales Assistant Trader                                                                                                              1987 C 1989

 

Shearson Lehman Brothers was one of the largest investment banking firms in the world.

 

• Directly assisted Head Trader and Advisors in executing and filling orders on the OTC trading desk.

 

Education

 

UNIVERSITY OF VIRGINIA, Charlottesville, VA

Bachelor of Arts in Economics                                                                                                                        1986