Executive Vice President and Executive Director Fund Services Business Development
UMB Financial Corporation is a financial services holding company headquartered in Kansas City, Mo.
Financial services professional with 29 years sales and management experience. I have helped raise over $1billion in mutual fund and hedge fund assets. I have also produced over $150 million in realized revenue selling fund administration, fund accounting, transfer agency, distributor and other back office services to investment advisors, mutual funds, hedge funds (including fund of funds and private equity funds), closed-end funds, ETF advisors, collective investment funds and BDC's. I have managed sales teams and service staffs and was President of two mutual fund broker-dealer distributor entities.
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