Head of Fundraising and Distribution at TIAA Charitable
August 2017 - Present | Paradise Valley, AZ
Responsible for all fundraising activities. Main areas of focus are higher education white label, non-profit white label and TIAA Wealth Advisors.
President & Managing Partner at Protective Wealth Management
August 2012 - December 2013
Protective Wealth Management is a venture capital-backed Registered Investment Advisor. Fully funded, we offered initial shares to investors through a Reg. D, Private Placement offering.
Today, we are a stand-alone affiliate of The Annexus Group and its Insurance Marketing Organizations(IMO's) and were designed to provide investment advisory services to the 5500 Insurance Advisors and 2500 Registered Representatives contracted through Annexus.
A Founder of Protective Wealth Management, my team and I have been the architects of the technology, investment, training, marketing, branding, recruiting, operations and back office platforms that we provide to advisors. Our mission is simple, we exist to assist advisors in building and managing growing practices. We seek to accomplish our mission in a simple, safe and profitable manner for each practice. The way that we collaborate with advisors is through a turnkey, proprietary and systematic process of Prospecting, Closing and Administration services.
SVP - Sales at Allianz
May 2007 - August 2012
Head of Sales
District Director
Managed and developed alternative asset class distribution of fee-based, variable and indexed annuity solutions in all channels of distribution; Wirehouse, Independent Planner, RIA and Bank.
Created "Art & Science" modules in 2007 that were the genesis for all distribution planning and reporting. In essence, we developed a formulaic system that calculated value based on Wholesaler fundamental and technical abilities, Partner Firm direction and Advisor Propensity to provide advice in a model consistent with our approach. Our KPI's were developed to track these metrics and served as training and management tools for all of distribution.
Head of Distribution at Legg Mason
March 2004 - March 2007
Head of Sales and Distribution. Responsible for distribution of Separate Accounts, Mutual Funds, Closed End Funds, Alternatives, Hedge Funds, Fund of Funds and 529 Plans.
Hired to run Distribution for Salomon Brothers, which became Citigroup Asset Management and then Legg, we were charged with distributing product with "Smith Barney" brands to all firms outside of Smith Barney. Under my distribution team were also the Clearbridge, Western Asset Management, Legg Mason Capital Management and Permal brands.
SVP - National Sales Manager at ING Funds
January 2000 - March 2003
Head of Sales and Relationship Management for Wirehouse Channel. Responsible for building distribution team and platform to provide Mutual Funds, SMA's and closed-end funds. We manufactured, positioned and introduced ING's Principal Protection Funds to the marketplace, raising over $5billion. When we first launched them, no one believed they needed Principal Protection...
Head of Fundraising at Fidelity Charitable
December 2013
Leading national fundraising and complex asset teams. Responsible for strategic direction and execution.
Fidelity Charitable, an independent public charity, established the country's first national donor-advised fund program in 1991. We work with donors and advisors to provide guidance and resources for effective charitable planning.
Our goal is to further the American tradition of philanthropy by providing programs that make charitable giving simple and effective.
Since 1991, Fidelity Charitable has worked with over 64,000 donors and their advisors to grant over $16billion to more than 170,000 nonprofit organizations across the United States.
Entrepreneurship, Philanthropy, Fundraising, Investing, Triathlon, Arthritis Foundation, Phoenix Children's Hospital, Parkinson's Research
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