Sales Marketing

Education Drake University, Des Moines, Iowa

Double Major: Marketing / International Business

Degree: Bachelor of Science in Business Administration (May, 2007)

University of Granada, Granada, Spain

Fall 2004 Study Abroad

Spanish for Business Concentration

Professional Series 7 License

Credentials Series 63 License

Work Principal Global Investors 2006 - Present

Experience

Investment Product Advisor & Strategy Associate June

2008 - Present

New York, New York

. Make certain client needs are well-aligned with the

proposed investment product(s); Author equity, fixed income

and currency RFPs independently and jointly with other team

members and ensure completion of the RFP process

. Ensure that all proposals are thorough and accurate,

completed by specified deadlines; Utilize analytical/data

tools to make certain product and firm information is

accurate and comprehensive; Collaborate with consultant

relations and institutional sales teams to effectively

position all strategies

. Support product development and strategy group initiatives;

provide both competitive and product analytics; create and

coordinate presentation pitches and marketing materials

with the marketing team; Liaise across all business areas

to ensure accuracy of information and brand consistency

Institutional Marketing & Consultant Relations Associate

June 2007 - June 2008 New York, New York

. Collaborated with the consultant relations team in building

and maintaining firm wide consultant relationships;

Interfaced with internal sales and marketing staff to

ensure consultant firms needs were met; Answered follow-up

questions and managed consultant requests for the team

. Responsible for marketing efforts of Principal Global

Investors' capabilities to institutional clients in Latin

America; Responsible for client relation activity and due

diligence of Latin America clients

. Created, utilized and customized marketing materials for

Latin America sales efforts

Third Party Distribution Intern Summer 2006 - Summer 2007

Des Moines, Iowa

. Analyzed financial reports for institutional and high net

worth clients

. Initiated Balanced Scorecard initiatives and maintained

analytical objectives for team progression and improvements

. Completed efficiency projects to ensure financial data was

current/competitive

Computer Skills Experienced user of SQL, and eVestment Alliance and

Morningstar databases

Proficient with all Microsoft Office 2003 and 2007 programs

Extensive Internet and electronic mail experience / Skillful typist

Language Skills Excellent communication skills

Adept Spanish speaking abilities

Certified in Spanish for Business (Chamber of Commerce, Madrid, Fall

2004)

Contact this candidate