Skills
Strategic Business Development, Institutional Sales, Relationship Management
About
Institutional New Business Development leader with 20+ years of experience driving institutional growth, client portfolio management, and
investment solutions commercialization across global firms. Recognized for building strong consultant and client relationships,
and supporting investors and boards in aligning capital with long-term objectives.
PROFESSIONAL IMPACT:
▪ Institutional Growth & Client Partnerships: Built a $1.5B institutional pipeline at Trillium and expanded consultant ratings coverage (11 Tier I–III consultant approvals and ratings); raised $600M in new assets at Franklin Templeton Investments during the exit year
▪ Sustainable Investment Solutions Leadership: Directed the global sustainability solutions commercialization strategy at Morningstar; drove adoption of Sustainable indexes at MSCI, leading to $1.4M+ in incremental annual revenue and 30+ new asset manager clients in the transition year
▪ Strategic Stakeholder Engagement: Developed senior relationships with asset owners, endowments and foundations, and consultants across North America and globally
▪ Product & Narrative Development: Evolved marketing materials, institutional positioning narratives, RFP/DDQ responses strengthening client win rates and brand visibility
▪ Industry Leadership: Regular speaker at client and industry events; board-level reporting on market trends, competitive intelligence, and solutions adoption
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