I have an extensive track record of demonstrated success in improving and enhancing overall operations and efficiency of teams and organizations, specifically in financial services and asset management. I have deep experience on both the buy side and the sell side, as well as insights into the thought processes of institutional investors and other deep and diverse experience that allows me to dramatically improve funds' marketing message, impact and effectiveness. I am proficient at identifying and facilitating a variety of investment opportunities, particularly in fund seeding, effective marketing and new fund idea generation. I have also been able to improve the internal portfolio management tools, reports and intra-team dynamics. I am prolific at generating new and creative ideas to identify, address issues and facilitate growth. Specialties: Institutional fund marketing, Identifying and analyzing investment opportunities; creating and improving presentations and strategies; mentoring and coaching; writing/editing; Continuous Business Improvement and Enhancement; Six-Hat Thinking.