J.p. Morgan Asset Management
Executive Director, Consultant Advisor
Chicago Area 2012 - 2013
Institutional Consultant Relations and Sales and Relationship Management Professional
Standish Mellon Asset Management Company/Bny Mellon Fixed Income 2011 - 2012
Senior Vp, Senior Consultant Relations Manager
Ubs 2005 - 2011
Executive Director-Consultant Relations
Mfs Investment Management 2000 - 2005
Vice President- Consultant Relations
Education:
Coleman High School, Coleman, Mi
Kalamazoo College
Bachelors, Bachelor of Arts, Economics, Business Administration
The University of Chicago Booth School of Business
Master of Business Administration, Masters, Accounting, Finance
Skills:
Fixed Income Asset Management Equities Investment Strategies Asset Managment Alternative Investments Institutional Investments Asset Allocation Marketing Building Relationships Relationship Management Investment Management Economics Consultants Hedge Funds Series 7 Series 63 Fund of Funds Institutional Marketing Institutional Investors
Languages:
German
Certifications:
Series 7, 63 Cfa Charterholder Finra Cfa Institute