AIG CAPITAL PARTNERS, New York:
Managing Director - Emerging Markets, Institutional Private Equity Sales
AIG GLOBAL INVESTMENT GROUP, New York and United Kingdom:
Managing Director - Head of US Sales, Institutional
Managing Director - Head of Global Institutional Consultant Relations
Two Vice Presidents - Institutional Sales
Director of Global Marketing - Institutional
Vice President - Head of European Institutional Consultant Relations (UK)
AMSOUTH BANKCORP, Alabama:
Senior Vice President - Head of Institutional Client Service
Senior Vice President - Marketing and Product Development
Senior Private Banker
BESSEMER, New York and Delaware:
New Business Developer, High Net Worth
Senior Vice President, Senior Trust Officer, Associate Client Account Manager
CIBC WORLD MARKETS, New York and California:
Executive Director - Investment Advisory Group
Two Vice Presidents - Sales (East and West) Investment Advisory Group
Executive Director - Retail Marketing
CITIBANK, New York, Massachusetts and California:
Deputy Head - US Marketing, Private Banking
Three Vice Presidents - Senior New Business Developers (MA, NY, LA)
Two Relationship Officers (MA, NY)
DEUTSCHE BANK, New York, Connecticut, Florida, Illinois, Massachusetts and Ohio:
New Business Developers (NY, CT)
Five Strategic Wealth Advisors (IL, FL, MA):
Director (OH)
Two Regional Managers (FL, MA)
FIDELITY INSTITUTIONAL INVESTMENT SERVICES, Massachusetts and Florida:
Executive Vice President, Director - Strategic Marketing
Senior Vice President, Executive Division - International
Vice President, Director of Marketing - Retirement Services
Vice President - Institutional Off-Shore Sales
Division Executive - International Bank Marketing
FULTON FINANCIAL ADVISORS, Pennsylvania:
Sales Professional, High Net Worth
GOLDMAN SACHS ASSET MANAGEMENT, INC., New York:
Vice President, Head of Sub Advisory/Private Label Group
J.P. MORGAN FLEMING INVESTMENT MANAGEMENT, New York, Florida and California:
Vice President Head - Sub Advisory/Private Label Group
Vice President - Institutional Sales
Two Vice Presidents - Sub Advisory/Private Label Group
Regional Manager - Managed Money Sales
KEYCORP, Ohio, California and Washington:
Executive Vice President - Head of Wealth Management
Managing Director - Head of US Institutional Consultant Relations
Managing Directors- Institutional Sales, West Coast and Midwest
National Sales Manager - Personal
National Sales Manager - Institutional
Sales Professional, Pacific Northwest
LIPPER, INC., New York:
Head of US Marketing
LYDIAN, Maryland:
Three Client Relationship Managers
MELLON, Philadelphia: and New York:
Financial Advisor
Two Sales Professionals (NY)
Sales Professional (PA)
MERRILL LYNCH FAMILY OFFICE, New York:
President
OPPENHEIMER FUNDS, INC., New York:
Senior Vice President - Marketing and Product Management
PRUDENTIAL:
Sales of Sub Advisory Investments to Community Banks
ROCKEFELLER & COMPANY, New York:
Director of Sales & Marketing
Sales Manager - Domestic and Global Investment Sales, High Net Worth Individuals
Sales Manager - Domestic and Global Investment Sales, Endowments and Foundations
Sales Manager - Domestic and Global Investment Sales, Institutional Accounts
STATE STREET GLOBAL ADVISORS, California:
Six Principals - New Business Development (MA, NY, LA, SF)
TIGER MANAGEMENT, New York:
Relationship Manager/Sales - Hedge Funds
VICTORY CAPITAL, Ohio:
Public Fund, Sales
National Sales Manager
WEBSTER BANK, Connecticut:
Relationship Manager, Business Development
WILLIAM BLAIR & COMPANY, Illinois:
National Sales Manager - Managed Money
WILMINGTON TRUST COMPANY, Delaware and Florida:
President/CEO, Florida
Vice President - National Sales, Midwest
Vice President - Sales, Florida
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