Jimmy has nearly twenty years of experience in the institutional investment sector and has developed deep working relationships with private sector multi-employer retirement plans, public funds, consultants and numerous service providers.

Focus
Raising funds for Asset Managers with an emphasis on:
— marketing
— presentation materials

Assisting Asset Managers in maintaining relationships with their clients with an emphasis on:
— client service
— new product offerings

Prior Experience
— Lloyds TSB
— Paladin Investments
— The Henry Rose Company

Education:
— BA, University of North Dakota

Outside Activities:
— Taft-Hartley US Marketer of the Year in 1999
— Advisor, National Committee of Public Employees
Retirement Systems
— The Leukemia Lymphoma Society
— The Abner Mikva Foundation
— Ronald McDonald House