Wealth Management & Consulting Channel: 

Replaced the legacy Pertac CRM solution with a custom-built Salesforce solution to support a marketing and client service team with intermediary relationships that total 75% of assets. Non-investment point person on key intermediary relationships:

 

• Cambridge Associates

• Convergent Wealth Advisors

• LCG Associates

• Mercer Investment Consulting

• Meristem

• Morgan Stanley

• NEPC

• Robert W. Baird & Co

• SunTrust Bank

• UBS

 

Client Facing:

• Hired to institutionalize a $750 credit distressed firm ahead of an operational due diligence meeting with a large wealth management platform. Converted accounting and investment books and records from XLS to Advent Geneva. Advent later wrote a white paper on the success of the implementation. 

• Hired after $800 million RIA failed an ODD meeting with a seed investor. Implemented EZE OMS, operational procedures, and valuation policy and redrafted DDQ to meet operational due diligence standards of seed investor.