Program Manager, Special Projects
It is hard to believe that I have over 30 years of experience in capital markets. I have experience in all aspects of the institutional investment management industry. In my roles of Chief Operating Officer, Institutional Sales, Product Management, Wealth Management, Marketing and Strategic Advisory Services, I have helped to raise over $2 billion from institutional investors for traditional and alternative investment management strategies for various investment managers.
Client and Investor Relations is a key aspect of my success, building relationships and enhancing the investor experience is essential to become successful while truly enjoying what I do. I have had the privilege of working for large firms and smaller boutiques, for majority and the new majority firms, helping to build a solid foundation and preparing each firm for future success.
I graduated from Bradley University with a B.S. in Marketing and from The University of Chicago, Booth School of Business with an MBA in Finance.