Manager Management

R. Dino Davis, CFA

Mobile: 617-***-****

Email: **********@*****.***

SUMMARY

Investment professional skilled at managing relationships, teams, information, and processes. Proven success at building, broadening, and deepening

strategic relationships with clients, consultants, and new business prospects. Exemplary analytical, advisory, written, and oral communications skills.

Demonstrated ability to make complex investment concepts intuitive to a wide range of audiences.

EXPERIENCE

RAMPART INVESTMENT MANAGEMENT COMPANY February 2008 – August 2009

Business Development and Consultant Relations

Responsible for business development and consultant relations across the US for $7 billion derivative overlay boutique

manager.

Created and built out the Institutional marketing infrastructure.

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Significantly increased firm’s calling activity, posting over 100 meetings in 7 months.

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Created and coordinated Rampart’s inaugural Institutional Investment Seminar.

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Hired and trained the firm’s Marketing Associate.

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PYRAMIS GLOBAL ADVISORS, A Fidelity Investments Company March 2005 – July 2007

Investment Director, Non-US Equities

Led a staff responsible for all product management aspects of the firm’s non-US equity institutional products, including investment content and

delivery, product development and engineering, RFPs, competitive and market analyses, and collateral materials.

• Helped double the number of institutional non-US equity investment strategies.

• Represented firm in over 220 meetings with clients, consultants and prospects in the US, London, Frankfurt, Tokyo, and Hong Kong.

• Restructured department and managed 200% staff turnover in transition from Fidelity Management Trust Company to PGA.

STATE STREET RESEARCH & MANAGEMENT COMPANY February 2001 – March 2005

Head of Equity Product Strategy and Interim Head of Consultant Relations (January 2003 to February 2005)

Led a staff responsible for all product management aspects of the firm’s institutional and retail equity products. Key responsibilities included

representing portfolio managers in meetings with clients, consultants, and prospects; preparing investment reviews, capital market summaries, and

investment-related topical pieces; monitoring investment processes to maintain product integrity; and developing new products. Developed and

helped execute the firm’s consultant relations strategy.

Head of Product Management (December 2002 to December 2003)

Led a staff responsible for developing and delivering a broad and diverse range of robust equity and fixed income products to the institutional and

retail markets.

Equity Product Manager (March 2001 to November 2002)

Primary product management responsibility for US Large Cap Value, US Large Cap Analyst, US Mid Cap Value, US Small Cap Growth, Energy,

Concentrated International, and Diversified International equity products.

R. Dino Davis, CFA Page 2 of 2

STATE STREET RESEARCH & MANAGEMENT COMPANY February 2001 – March 2005

During tenure at State Street Research & Management:

• Represented portfolio managers in over 600 meetings with clients, consultants and prospects:

- achieved a 60% close rate in finals presentations.

- contributed significantly to raising the firm’s Small Cap Growth assets under management from $150 million to $2 billion.

• Implemented a tiered, consultant-centric, geography-sensitive outreach strategy:

- team posted over 120 meetings, increasing consultant meeting activity by over 50%.

• Spearheaded restructuring and reorganization of Product Management department twice in two years:

- in aggregate, managed over 80% turnover in staff and created and redefined staffs’ roles to absorb new responsibilities.

- initiated a formal mentoring program to help build team unity and foster development of junior members.

• Created and expanded the equity product information infrastructure:

- redesigned the quarterly investment review preparation process, accelerating the process by 30%.

- established a platform of integrated modular product presentations and product descriptions.

• Co-authored three institutional white papers – “Small Cap Investing”, “Putting the Alpha Back in EAFE” (a condensed version

was published in Pensions & Investments), and “Value, Growth, and the Role of Sector Weights.”

WELLINGTON MANAGEMENT COMPANY, LLP February 1995 – February 2001

Relationship Manager - Managed over 40 institutional client relationships representing $4 billion. Client base included pension plans,

endowments, foundations, and public funds in Europe and the US. Mandates included US, international, and global equity; intermediate, core and

core-plus fixed income; and synthetic GICs. Trained and coordinated workflow among client service analysts. Client Service Analyst -

Supported seven relationship managers and over 50 clients in Europe, the Middle East, and the US.

THE BOSTON GROUP August 1994 – February 1995

Director of Business Development - Coordinated the marketing efforts of a national provider of software services. Increased sales by 30%,

reduced costs by 35%, and doubled the client/prospect database by automating marketing operations.

FIRST AMERICAN REAL ESTATE TAX SERVICE, INC. August 1993 – August 1994

Operations Manager - Managed the processing, distribution, customer service, and data entry departments. Ensured quality service for over

240,000 accounts, 1,200 vendors and 1,600 institutional clients. Reduced quarterly processing time and error rate by 20%.

UNITED STATES ARMY June 1985 – June 1992

Served in several line and staff roles in the US and abroad. Line positions included Company Commander, Company Executive Officer, and

Platoon Leader. Staff positions included Research & Development Project Officer and Battalion Operations Officer.

EDUCATION

Chartered Financial Analyst 1999

F.W. Olin Graduate School of Business, Babson College 1993

MBA, International Finance/Marketing. Summa Cum Laude Graduate. Beta Gamma Sigma Honor Society.

Cornell University 1985

BS, Business Management/Agricultural Economics. Distinguished Military Graduate. Dean's List. Pi Kappa Phi Fraternity.

ADDITIONAL CERTIFICATIONS, SKILLS AND AFFILIATIONS

Licenses: NASD Series 7, 24, and 63 Languages: Fluent in German. Resided as an American citizen in Germany for 22 years.

Commander, American Legion Post 7 Member, Kroc Center Capital Campaign Leadership Gifts Committee, The Salvation Army

Member, CFA Institute Member, Association of Investment Management Sales Executives

Member, Boston Security Analysts Society

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