Senior Managing Director
Head – Global Marketing (2011-2017)
Head – US Distribution (2008 – 2011)
- Generated $17.8B in gross sales (up 30.7% in 2 years) while reducing expenses 5.4%.
- Managed teams as large as 250+ and budgets of up to $74M.
- Developed Legg Mason’s Global Investor Survey generating over $30M in advertising equivalent value from a $2M budget over four years.
- Delivered platform to centralize and standardize sales effectiveness training for Legg Mason’s global sales team.
- Pioneered a groundbreaking practice management program on aging in collaboration with a leading research university recognized with an Innovation Award by the Insured Retirement Institute.
- Reinvigorated Legg Masons’ Closed-End Fund business, taking Legg Mason to #1 in the industry. Also, appointed by the executive committee to help design Legg Mason’s entry into the ETF market.
- In May 2016 was one of nine individuals awarded the new title of Senior Managing Director.