Instrumental in increasing awareness of the firm’s services through the utilization of an extensive network of contacts · Closely involved with the planning and implementation of new and current wealth management clients · Investment Committee member: help determine long-term and tactical investment making decisions for the firm · Increased overall firm efficiency through successful implementation of internal business development initiatives

"We provide a full array of wealth management services for our private clients including: estate and business succession planning, philanthropic support, sophisticated investment advice and portfolio implementation."

Partnered with three hedge funds to develop marketing materials and provide fund raising and growth strategies · Developed and helped market a $60 million joint venture proposal for a local commercial real estate developer

Autonomously responsible for all marketing of firm to institutional and high net worth prospects as well as numerous local, regional and national consulting firms · Implemented a structured and effective marketing plan for the firm which resulted in a full pipeline of prospects · Liaison for all current limited partners for questions regarding their investments · Created all marketing materials and concepts for the firm · Provided significant input in structuring and branding of the Lake Union Opportunity Fund · Assisted Founder with other organizational issues and general business decisions

Responsible for prospecting and lead generation and cultivation across entire firm platform of investment products · Coordinated and conducted numerous prospective client, due diligence, special situations and other meetings · Client servicing of domestic and international client and consulting relationships; worked with over 50 client relationships comprising in excess of $2 billion of assets under management · Prepared complex Request for Proposals which required liaising with members of multiple internal groups including Legal, Risk Management, Investment Operations, and senior partners as part of preparation and approval process · Assisted with special projects and corporate business development/planning for senior management · Developed a deep, fundamental understanding of hedge fund, private capital and real asset strategies

Highly involved with the management of ultra high net worth client accounts – dealt directly with clients and their representatives regarding all aspects of wealth management · Developed and executed sophisticated wealth management strategies for clients · Accumulated a deep understanding of asset classes across an entire asset allocation including alternative investments · Fundamental understanding of tax and general risk considerations/implications in a portfolio · Performed complex financial modeling and analysis to meet a variety of client objectives · Executed an array of complex financial instruments including derivatives, swaps, collars, forwards and asset backed loans as well as stock and money market transactions

Assisted management and clients with all aspects of service delivery including administration, compliance, governmental reporting, consulting projects, participant education programs, plan mergers and acquisitions, changes in investment menus and plan design features · Served a client base that encompassed multiple accounts with plan participant lives spanning 90 to 60,000 employees and assets ranging from $2 million to over $2 billion

"Bank of America is one of the world's largest financial institutions, serving individual consumers, small and middle market businesses and large corporations with a full range of banking, investing, asset management and other financial and risk-management products and services."

Responsible for autonomous credit granting decisions based on ability to analyze financial information · Performed special projects for senior management related to key business metrics