Head of Geneva Office
Columbia Threadneedle Investments
May 2007 - Sep 2009 (2 years 5 months)
• Led day-to-day business operations to drive sales and investor relations for UK-based investment firm.
• Continued to raise funds during financial crisis, securing additional firm commitments and retained existing investments following departure of key fund stakeholders.
• Managed junior sales resource: set sales targets, reviewed performance, provided coaching and client exposure.
• Hosted hundreds of prospective client meetings annually; organized quarterly road shows with Board Chairman and managers.