Dynamic Managing Director with a proven track record at PNC Asset Management Group, driving strategic marketing initiatives and enhancing sales enablement. Expert in data analytics and project management, successfully led collateral redesigns and automation projects, significantly improving efficiency and client engagement. A collaborative leader committed to achieving exceptional results.
Overview
37
37
years of professional experience
Work History
Managing Director
PNC Asset Management Group
Cleveland, OH
04.2018 - Current
Lead strategic marketing and communications team supporting PNC Asset Management Group including the Institutional Asset Management, Private Bank, Investment Office teams as well as PNC Capital Advisors, LLC; manage associated budget
Responsible for the creation, production and management of standard collateral materials; creation of new materials and topical white papers; management of vendor relationships
Currently reviewing brand including collateral redesign, website evaluation, redesign and implementation of web metrics/data analytics
Currently building comprehensive sales enablement system in support of client advisors including establishment of monthly collateral aligned with line of business goals, creation of timely, actionable ad hoc collateral and client review materials
Identify, design and implement various automation projects to improve efficiency, enhance accuracy and reduce time to market for marketing collateral as well as client review materials
Chief Marketing and Product Officer
OBS Financial Services, Inc.
Perrysburg, OH
04.2012 - 04.2018
Member of leadership team responsible for setting strategic direction of company and executing on plans to grow assets under management, revenue and EBITDA
Increased assets under management from $800 million in 2012 to $2.2 billion as of year-end 2017
Responsible for marketing, product and technology areas
Marketing: Overhauled brand including collateral development/redesign, website and messaging
Product: Streamlined existing investment product offering and expanded into new products
Developed multiple analytical tools including tools used internally for product development and analysis as well as client-oriented tools used in sales/prospecting situations
Technology: Managed hardware/software redesign and upgrade of network
Oversaw rebuilding of proprietary system to more current/stable environment
Managed ongoing technology projects including defining scope, writing requirements/specifications and overseeing execution
Senior Vice President/Director of Investment Solutions
Key Bank, N.A.
Cleveland, OH
06.2006 - 04.2012
Developed Wealth Segment’s model for delivering third party investment solutions to the ultra-high-net worth market (defined as net worth of $10 million and above), high-net worth market ($1 million to $10 million), and the retail brokerage market (less than $1 million in net worth
Orchestrated product management, marketing, operations and technology to create the full range of investment offerings necessary to capture and serve these market segments
Drove new business revenue through the expansion of current investment offering to include access to externally managed separately managed accounts, alternative investments, and structured products
Recruited/managed professionals necessary to build investment management team to support investment offering and provide necessary guidance/education to existing portfolio managers
Senior Vice President/Director of Manager Research
National City Bank
Cleveland, OH
06.2004 - 06.2006
Managed/led newly established Manager Research Group providing 'open architecture' investment services to Private Client Group and Sterling clients through the National City footprint
Assets for unit grew from zero at 9/1/04 to more than $1 billion at 12/31/05 representing 60 client relationships with an average account size of nearly $16.5 million
Responsible for defining all aspects of business unit including operations, legal, fiduciary risk/compliance and finance and managing staff of nine responsible for each of these functions
Established and managed the due diligence process employed in identifying appropriate external money managers and mutual funds for use in client portfolios
Performed wholesaling function throughout organization raising awareness of business unit among internal referral network and increasing cross-selling activity by working directly with business development sales team
Participated in direct selling to strategic clients as necessary
Member of senior management team setting strategic direction of wealth management investment services including target client criteria, services to be provided and responses to changes in competitive/market environment
Senior Vice President/Managing Director – Investment Counseling
Sterling, A National City Company
Cleveland, OH
12.1999 - 06.2004
Founded and managed advisory services practice providing investment consulting services to clients on non-proprietary money managers and mutual funds
Practice limited to providing access for asset classes in which National City did not provide proprietary management options
Practice grew from zero to more than $50 million in assets from January 2001 through September 2003
Responsible for portfolio analysis for Sterling Private Investments, Inc., a subsidiary of National City Corporation providing alternative investments, primarily hedge and private equity fund-of-funds, to high net worth clients throughout franchise
Responsibilities included analysis of current and potential managers and sales/marketing of products through internal and external channels
Responsible for unit’s marketing including collateral materials, print media and event planning
Senior Manager – Personal Financial Counseling Tax Practice
Ernst & Young LLP
Cleveland, OH
03.1997 - 12.1999
Provided personal financial counseling services to executives and other high net worth individuals including cash flow, retirement, investment, estate, and company-benefits planning (including stock option planning)
Participated in new business development for company-sponsored executive service programs, employee financial education programs and investment advisory services
Provided financial education services to executives as well as large employee groups
Asked to lead the Investment Advisory Services Steering Committee responsible for the development of the Investment Advisory Services practice, a relatively new service line at the time
Vice President, Wealth Management Group – Key Private Bank
KeyBank – Subsidiary of KeyCorp
Cleveland, OH
06.1988 - 03.1997
Vice President, Commercial Banking Cleveland District – Society National Bank
System Administrator – Society National Bank
Commercial Credit Analyst – Society National Bank
Education
Masters in Business Administration -
Case Western Reserve University
Bachelor of Science - Economics
John Carroll University
Skills
Strategic marketing
Vendor management
Data analytics
Sales enablement
Project management
Team leadership
Strategic partnerships
Education And Designations
Masters in Business Administration, Case Western Reserve University, Weatherhead School of Management
Bachelor of Science in Economics, John Carroll University, Graduated Cum Laude