Marketing, Sales & Client Service consulting work is done in collaboration with clients to find creative yet quantifiable solutions.

Consulting Services include:

  • Creating strategic marketing plan for increasing revenue based on market driven research, analysis of competitive landscape, and thorough product analysis
  • Product analysis based on objective criterion to identify optimal product mix
  • Designing organizational structure to optimize business results
  • Creating or enhancing marketing material for products, pitch books, review books and client/consultant communication
  • Researching and helping implement technology solutions to enhance business efficiency and client experience including Customer Relationship Database systems and performance attribution sytems

Relevant Experience & Accomplishments

  • Created and implemented sales & marketing plan to leverage new business which resulted in a doubling of revenue to roughly $40 million in 3 years
  • Established first firm wide institutional client service and consultant coverage model resulting in increased search activity and improved client retention
  • Retained over $5 million in annual revenue from “at risk” clients through proactive client service efforts
  • Speaker at Financial Resarch Assoc. conference on Best Practices for Client Service
  • Received the Credit Suisse Asset Management Excellence Award due to team building efforts and cross selling success with Warburg Pincus Asset Management

Communications Experience

  • Developed and managed firm wide communication material including pitch books, client review books, product profiles, and quarterly letters and RFPs.
  • Developed seminars and presentations for conferences on High Yield and International investing in the US and Australia

Technology Related Experience

  • Researched, selected and implemented a comprehensive performance attribution system used for client, consultant and prospect communication
  • Researched, selected and implemented a Customer Relationship Database system