Sales & Marketing

AIG Capital Partners, New York:

  • Managing Director – Emerging Markets, Institutional Private Equity Sales

AIG Global Investment Group, New York and United Kingdom:

  • Managing Director – Head of US Sales, Institutional
  • Managing Director – Head of Global Institutional Consultant Relations
  • Two Vice Presidents – Institutional Sales
  • Director of Global Marketing – Institutional
  • Vice President – Head of European Institutional Consultant Relations (UK)

Amsouth Bankcorp, Alabama:

  • Senior Vice President – Head of Institutional Client Service
  • Senior Vice President – Marketing and Product Development
  • Senior Private Banker

Bessemer Trust Company, New York and Delaware:

  • New Business Developer, High Net Worth
  • Senior Vice President, Senior Trust Officer, Associate Client Account Manager

CIBC World Markets, New York and California:

  • Executive Director – Investment Advisory Group
  • Two Vice Presidents – Sales (East and West) Investment Advisory Group
  • Executive Director – Retail Marketing

Citibank, New York, Massachusetts and California:

  • Deputy Head – US Marketing, Private Banking
  • Three Vice Presidents – Senior New Business Developers (MA, NY, LA)
  • Two Relationship Officers (MA, NY)

Deutsche Bank, New York, Connecticut, Florida, Illinois, Massachusetts and Ohio:

  • New Business Developers (NY, CT)

Five Strategic Wealth Advisors (IL, FL, MA):

  • Director (OH)
  • Two Regional Managers (FL, MA)

Fidelity Institutional Investment Services, Massachusetts and Florida:

  • Executive Vice President, Director – Strategic Marketing
  • Senior Vice President, Executive Division – International
  • Vice President, Director of Marketing – Retirement Services
  • Vice President – Institutional Off-Shore Sales
  • Division Executive – International Bank Marketing FULTON FINANCIAL ADVISORS, Pennsylvania:
  • Sales Professional, High Net Worth

Goldman Sachs Asset Management, INC., New York:

  • Vice President, Head of Sub Advisory/Private Label Group

J.P. Morgan Investment Management, New York, Florida and California: 

  • Vice President Head – Sub Advisory/Private Label Group
  • Vice President – Institutional Sales
  • Two Vice Presidents – Sub Advisory/Private Label Group
  • Regional Manager – Managed Money Sales

Keycorp, Ohio, California and Washington:

  • Executive Vice President – Head of Wealth Management
  • Managing Director – Head of US Institutional Consultant Relations
  • Managing Directors- Institutional Sales, West Coast and Midwest
  • National Sales Manager – Personal
  • National Sales Manager – Institutional
  • Sales Professional, Pacific Northwest

Lipper Advisors, INC., New York:

  • Head of US Marketing

Lydian Trust Company, Maryland:

  • Three Client Relationship Managers

Mellon Bank, Philadelphia: and New York:

  • Financial Advisor
  • Two Sales Professionals (NY)
  • Sales Professional (PA)

Merrill Lynch FAMILY OFFICE, New York:

  • President

Oppenheimer Funds, INC., New York:

  • Senior Vice President – Marketing and Product Management

Prudential Investments, New York:

  • Sales of Sub Advisory Investments to Community Banks

Rockefeller & Company, New York:

  • Director of Sales & Marketing
  • Sales Manager – Domestic and Global Investment Sales, High Net Worth Individuals
  • Sales Manager – Domestic and Global Investment Sales, Endowments and Foundations
  • Sales Manager – Domestic and Global Investment Sales, Institutional Accounts

State Street Global Advisors, California:

  • Six Principals – New Business Development (MA, NY, LA, SF)

Tiger Management, New York:

  • Relationship Manager/Sales – Hedge Funds

Victory Capital, Ohio:

  • Public Fund, Sales
  • National Sales Manager

Webster Bank, Connecticut:

  • Relationship Manager, Business Development

William Blair & Company, Illinois:

  • National Sales Manager – Managed Money

Wilmington Trust Company, Delaware and Florida:

  • President/CEO, Florida
  • Vice President – National Sales, Midwest
  • Vice President – Sales, Florida

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