Consultant Relationship Manager

BETSY M. ORR

Cell 404-***-****

E-mail ********@**********.***

PROFILE

Business development professional with a demonstrated history of raising institutional assets for traditional and non-traditional strategies. Proven track record of developing solid, long-lasting business relationships with consultants, clients, and prospects to drive revenue within the institutional, defined contribution and sub- advisory channels. Strong analytical background working with portfolio managers, plan sponsors and consultant firms. Technical competence of investment strategies across all asset classes. PROFESSIONAL EXPERIENCE

DIRECTOR OF CONSULTANT RELATIONS, VP

Chartwell Investment Partners - Philadelphia, PA/Atlanta, GA (2011-2020)

• Developed institutional consultant relationships throughout continental U.S.

• Directly managed all aspects of select “Tier-One” C-Suite, Research and Field Consulting relationships

• Relationship manager for several high-profile clients

• Won Chartwell’s largest client mandate in firm history

• Advanced formal consultant due diligence exercises & rating reviews resulting in “buy- list”/research rated for multiple strategies

• Coordinate finals presentations and fee negotiations

• Evaluate current client relationships and create enhanced communication programs to strengthen relationships

CONSULTANT RELATIONS DIRECTOR

Calamos Advisors, Institutional Services - Atlanta, GA (2010-2011)

• Responsible for developing and maintaining relationships with assigned consultants and field consultants

• Responsible for growing the firm’s institutional footprint

• Strategies: Convertibles, Defensive Equity, Domestic Growth, International Growth and Global Growth

SENIOR CONSULTANT RELATIONSHIP MANAGER

Principal Global Investors - Atlanta, GA (2006-2009)

• CR team new business avg. $2 billion annually

• Responsible for coverage of 20+ investment consultants, marketing equities, domestic and international, fixed income, real estate, public and private, hedge funds

• Coordinate finals presentations with consultants and sales team

• Schedule meetings to update consultants on focus products quarterly

• Work with non-US marketing groups to develop coverage plan with global consultants

• Attend consultant and industry conferences; identify opportunities to increase PGIs visibility in the consultant community

• Meet with product groups regularly for strategy update MARKETING DIRECTOR / ASSOCIATE PARTNER / CONSULTANT RELATIONS TEAM INVESCO Institutional - Atlanta, GA (1998-2002)

• Responsible for marketing INVESCO’s institutional products, including equities, domestic and international, fixed income, real estate, and private equity to over 20 national consulting firms

• Review and update consultant on focus products quarterly

• Coordinate finals presentations with consultants and sales team

• Helped to implement reorganization from central to decentralized marketing

• Assist with client service

• Work with non-US marketing groups to develop coverage plan with global consultants

• Coordinate with other marketing teams to leverage off relationships – plan and implement sales strategies

MARKETING DIRECTOR

INVESCO Institutional - Atlanta, GA (1996-1998)

• Sales and marketing for INVESCO’s institutional products, ten focus areas Responsible for prospecting all types of plan sponsors as well as fourteen national consultants

• Responsible for coordinating search process, determining appropriate product, and coordinating finals presentations

• Assist with client service for existing relationships MARKETING ASSOCIATE

INVESCO Capital Management, Inc. - Atlanta, GA (1994-1996)

• RFP/questionnaires, maintain composites

• Assist with Consultant/Client Meetings

• Handle consultant/prospect Inquiries

PORTFOLIO ADMINISTRATOR

INVESCO Capital Management, Inc. - Atlanta, GA (1990-1994)

• Research Support /Client Service

INSTITUTIONAL FIXED INCOME SALES / SALES ASSOCIATE Bank of America, BISD - Atlanta, GA (1990)

• Sold commercial paper, treasuries, mortgage backs to other dealers, banks, and investment companies

STOCKBROKER

Prudential Securities - Jackson, MS (1987-1988)

• Sold and marketed a variety of investment products in retail office SALES ASSISTANT

J.C. Bradford and Co. - Nashville, TN (1986-1987)

EDUCATION

• B.S. BUSINESS ADMINISTRATION

Concentration in Marketing / Minor in Finance

University of Tennessee, Knoxville, TN.

• Millsaps College, Else School of Management,

MBA Program, Jackson, MS 1988/1989

PERSONAL

• Association of Investment Marketing Sales Executives, Women in Pensions Active member in Friends for Egleston Children’s Hospital

• Hobbies: travel, outdoors, running, skiing

REFERENCES Furnished upon request.

Contact this candidate