CHIEF EXECUTIVE OFFICER
01/2021 - PRESENT
Houston, TX
Foster a strong individual and firm relationship with all critical business contacts to include, but not limited to -- Relationship Management, Advisory, Product Approval Group, Specialist Team Leadership, CIO’s and Strategists
Leverage strong command of various systems and analytical tools (e.g., Morningstar, Bloomberg, Lipper, Strategic Insight’s Simfund) to create impactful reports and analytics to assist with the sales and client retention
Assist with all facets of the team’s consultative services, including assisting with development, creation, and dissemination of client-facing content, and providing analytical support for various internal and client deliverables
Team Lead responsibilities
Acting as client’s main point of contact for a diverse set of functional areas, including portfolio management, trading, operations, legal, compliance and regulatory matters
Effectively communicate Brown Advisory’s culture, competitive advantages, investment philosophy, process and the performance of specific investment strategies
Solicit feedback and market intelligence to assist with understanding market perceptions about Brown Advisory’s strategies, competitive positioning, and product development

IMD, GSAM, THIRD PARTY DISTRIBUTION
07/2012 - 11/2020
Chicago, IL
Willingness to work across product or geographic lines
Role requires the ability to position Goldman Sachs’ investment philosophy, process, product differentiation and competitive analyses in group presentations, public seminars and one-on-one presentations
External sales role calling on focused list of wirehouse and regional broker dealer firms in the Boston, Eastern Massachusetts, Rhode Island territory
External sales role calling on focused list of wirehouse and regional broker dealer firms in the AZ, NM, NV territory
Provide portfolio construction and practice management support to bank clients to help them strengthen their client relationships and grow their business
Generate and interpret comparative analysis reports to better position GSAM portfolio solutions
Coordinate with Client Service Team and Operations to help facilitate sales/new business
Deliver consistent follow up with investment professionals to advance the sales process and deepen bank relationships

THIRD PARTY DISTRIBUTION MANAGEMENT TEAM-ADMINISTRATIVE ASSISTANT
03/2009 - 05/2012
Boston, MA
Experience with Intermediary Sales, calling on RIAs and Bank Trusts
Develop complete understanding of the Brown Advisory value proposition which includes a culture of collaboration and integrity, a fundamental, long-term approach to investing and portfolio construction, and an unwavering devotion to our clients’ best interests
Effectively communicate Brown Advisory’s culture, competitive advantages, investment philosophy and process, and the performance of specific investment strategies
Solicit feedback and market intelligence to assist with understanding market perceptions about Brown Advisory’s strategies, competitive positioning and product development
Excellent work ethic with a self-starter mentality
Exceptional attention to detail, strong interpersonal skills and an orientation towards the achievement of team goals
Strong organization skills with an ability to manage a large territory
Prioritize and execute multiple tasks in a dynamic, deadline-oriented environment
Outstanding skills in problem solving and self-motivation

EDUCATION
OKLAHOMA STATE UNIVERSITY - TULSA
2004 - 2008
Bachelor's Degree in Management
PROFESSIONAL SKILLS
Strong communication skills and interacts well with all levels
Demonstrated proficiency in multi-tasking, problem solving, and deadline management
At least 6 months sales support experience from within the Financial service industry (ideally Asset Management)
18 months - 3 years-experience
Motivated self-starter with strong work ethic Goldman Sachs is an equal opportunity employer
Experience in the areas of Third Party Management in Distribution Operations, Warehouse Operations Materials Operations, Inventory Control
Progress or interest in pursuing Series 7, 63, and CFA designations