Investment management executive, known for combining a strategic perspective on growth with innovative business leadership, while opening and expanding markets around the globe. Built and managed businesses in large investment management organizations and led cross-functional teams through times of profound organizational change. Demonstrated decision-making and problem solving skills, built and managed motivated teams, mentored individuals and delivered results with a positive impact to the bottom line.
New York, NY January 2011-Present
JP GLOBAL FUNDS CONSULTING
New York, NY 2005 – 2010
Founder and President
JP Global Consulting is an independent consultancy that collaborates with investment managers and fund administrators, on a medium to long-term basis, to develop and implement strategic growth plans that fit their organizational requirements.
- Developed and executed a merger of two large cross-jurisdictional offshore fund businesses for a leading investment manager completing the acquisition of a global competitor.
- Interim senior relationship manager for top tier global fund administrator supporting client relationships, cross-selling products and services, introducing new prospects and mentoring new team members.
- Senior U.S. relationship manager for a top tier global fund administrator’s new global client; implemented program to track progress on client requested initiatives, managed communication of migration activity of fund administration services from United Kingdom to United States and identified and mentored the permanent relationship manager.
JANUS CAPITAL GROUP
New York, NY 2004 – 2005
President – Janus International Limited
Led business with $7 billion in retail and institutional assets. Established leadership role across 65-member cross-functional business team located in New York, London, Hong Kong and Tokyo that had lost focus due to a pre-existing significant U.S. regulatory issue. Served on boards in the United Kingdom, Ireland, Hong Kong and Cayman Islands. Based in New York with significant time spent in London.
- Led only Janus distribution channel with positive net flows in 2004.
- Improved business profitability by increasing revenues through asset retention and reducing expenses 18% from 2003; relocated New York office, lowered headcount and reduced controllable expenses.
- Enhanced distribution capability by increasing resources spent in key markets, conducting in-depth analysis of expected profitability of new accounts, terminating unprofitable relationships and proposing new sales compensation plan to support the changes.
CITIGROUP ASSET MANAGEMENT
London, England 1995 – 2002
Head of Retail & High Net Worth Asset Management
Europe, Middle East and Africa (EMEA)
Managing Director (1999 – 2002)
Founding member of European Management Committee and served on boards in the United Kingdom, Luxembourg, Ireland, Germany and Belgium. Deputy Director of Global Retail Product Committee that approved the launch or restructuring of all products worldwide.
- Grew assets by 12% t $8.5 billion by restructuring mutual fund complex and separately managed account offering.
- Achieved cost savings of $1.5 million per annum through a more focused product offering, rationalizing the Luxembourg, France and Belgium based mutual funds.
- Reorganized business to enhance the product development process, improve client service and increase resource commitment to core markets while phasing out marginal opportunities.
- Recruited and trained team of 50 product, marketing and sales professional across Europe.
- Local team leader responsible for selling Spain and Greece based investment management businesses.
CITIGROUP ASSET MANAGEMENT
New York, NY 1995 – 1999
Director of Offshore Mutual Funds
Senior Vice President
Developed and managed Global Horizons Fund Family, an Ireland-based product line of 18 funds with assets exceeding $2.0 billion marketed in Latin America and Southeast Asia. A leader of the integration team formed to facilitate the merger of Citicorp and Solomon Smith Barney global investment management businesses.
KIDDER, PEABODY & CO. INCORPORATED
New York, NY 1994 – 1995
Director of International Business Group,
First Vice President
Initiated development of offshore business strategy for retail division. Analyzed business opportunity, identified priorities and began building out infrastructure that would support a competitive and profitable business. Prior to implementing the plan the firm was acquired by a competitor (PaineWebber).
New York, NY 1983 – 1994
Director of Offshore Mutual Funds-Managed Products Group,
First Vice President (1991 – 1994)
Managed Netherlands Antilles based mutual fund business. Grew product line to 17 funds with assets in excess of $1.5 billion.
Director of International FMA, Vice President (1988 – 1991)
FMA Marketing, Assistant Vice President (1986 – 1988)
High Yield Bonds Trading Desk, Sales Liaison (1985 – 1986)
Branch Office – Beverly Hills, California, Registered Sales Assistant (1983 – 1985)
MBA International Finance,
Monterey Institute of International Studies, Monterey, CA, 1983
BA International Relations,
American University, Washington, DC, 1980
Oxford Strategic Leadership Program
Templeton College, University of Oxford, England
British American Business Inc.
Women’s Investment Management Forum