Manager Sales

Eric Muhlfeld

*** ******** ****, *** #* • Stamford, CT 06906 • 203-***-**** • ******@*********.***

Certified Business Analyst and marketing professional, skilled in communicating and facilitating organizational,

product and service initiatives across multiple distribution channels.

PROFESSIONAL EXPERIENCE

LEGG MASON & CO., LLC, Stamford, CT 2002 – 2008

Assistant Vice President – Product Communications (2005 – 2008)

• Managed integrity of qualitative content for the fulfillment of requests for proposals (RFPs), requests for

information (RFIs) and due diligence questionnaires, supporting the retail, separately managed account (SMA)

and institutional mutual fund businesses.

• Accurately completed RFPs, RFIs and due diligence questionnaires for several investment management

affiliates, including ClearBridge Advisors, Legg Mason Capital Management and Western Asset Management

Company.

• Coordinated with affiliate firms for gaps in qualitative content, and with internal data providers for quantitative

components including representative performance and portfolio characteristics.

• Supported the production of portfolio commentary for third party clients.

CITIGROUP ASSET MANAGEMENT, Stamford, CT

Assistant Vice President - Marketing Services (2004 – 2005)

Legg Mason, Inc. acquired Citigroup’s asset management business in December 2005.

• Selected to manage a new initiative within marketing, centralizing the maintenance of standard, monthly and

quarterly institutional sales collateral (fact cards and pitchbooks) across the spectrum of asset classes, supporting

the nearly $200 billion institutional business.

• Identified challenges and implemented solutions which resulted in a 15% increase in efficiency year over year,

despite a 59% increase in deliverables over the same period.

• Managed transition to affiliate firms following Legg Mason's acquisition of Citigroup's asset management

business.

Institutional Marketing Associate (2002 – 2004)

• Helped secure $240 million in new business, ensuring timely delivery of professionally prepared finals

presentation ($170 million Emerging Markets Debt mandate) and professionally written RFP ($70 million Short

Term Fixed Income mandate).

• Packaged RFPs, finals pitchbooks and standard sales collateral for institutional direct sales efforts, across various

asset classes.

• Coordinated with portfolio management teams, performance, finance, sales, technology and legal and/or

compliance in completing pitchbooks and RFPs under tight deadlines.

• Maintained numerous consultant databases, marketing firm and product information to the institutional investment

community.

NELSON INFORMATION (Subsidiary of THOMSON REUTERS), Port Chester, NY 1999 – 2002

Content Specialist, Investment Manager Database (2001 – 2002)

• Managed data integrity of company’s largest and most comprehensive content repository.

• Supported data quality from more than 2,400 buy side, institutional investment management firms.

• Extensive client contact; built and enhanced relationships with major contributors. Provided client and product

support, working with clients to identify and resolve issues.

• Conducted Quality Control and Quality Assurance checks on data, ensuring accuracy across entire investment

manager product line. Prepared QA/QC reports.

• Worked closely with internal and client representatives on quality of new online survey. Developed, modified, and

enhanced QC checks to meet changing client needs.

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Eric Muhlfeld Page

Client Relations Specialist, Investment Manager Database (2000 – 2001)

• Recruited to carry out functions of newly created position involving development and growth of relationships with

data contributors and clients.

• Acted as main point of contact for contributors, providing product and services information.

• Investigated and resolved issues for client representatives, including portfolio managers, marketing managers,

executives, and corporate officers.

• Implemented enhancements that resulted in improved data collection time, increased efficiency, and improved

turnaround time.

Data Entry Supervisor, Sell Side Broker Research (1999 – 2000)

• Led team of 15 data entry personnel, managing all payroll and scheduling functions. Assisted with interviewing,

hiring and development of staff.

• Maintained 99% success rate during period of extensive workload increase.

THE CARSON GROUP, New York, NY 1997 – 1998

Research Analyst

• Maintained and updated company’s first investment management merger and acquisition tracking platform.

• Contributed as editor and writer to company’s Money Manager Monitor newsletter.

• Actively involved in construction of investment management firm and mutual fund database, designed to support

investor relations consulting activities.

EDUCATION

B.A., Communications (Public Relations & Organizational Communications), Marist College (1996)

CERTIFICATION

Certified IFS Business Analyst (June 2009)

COMPUTER SKILLS

Windows, Word, Excel, PowerPoint, Outlook, Internet, Bloomberg, Pragmatech Software RFP Machine / RFP Express,

Sant Suite – RFPMaster and ProSearch, Accent Technologies’ Librarian, various proprietary systems

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