
Connects Companies with Customers
Greater New York City Area

Connects Companies with Customers
Greater New York City Area
Co-Author of book published in January 2008:
***Foundation and Endowment Investing: Philosophies and Strategies of Top Investors and Institutions***
-Chronicles the rise to prominence of foundations and endowments as institutional investors
-Profiles 12 leading foundation and endowment Chief Investment Officers.
-Co-author with Lawrence E. Kochard, Georgetown CIO
-Published by John Wiley & Sons, January 2008
***Overview***
-Persuasive leader with strong relationship management, organizational and communication skills.
-Dynamic, creative, problem-solver takes the lead, makes decisions and collaborates with customers, colleagues, partners and suppliers.
-Characterized by ability to communicate, command, connect, create.
***Experience***
-Versatile executive experienced in investment sales, client relations and marketing.
-Expertise in alternative investments in the institutional investor market.
-Published author and blogger
***Areas of interest and expertise***
-Accomplished public speaker and participant in investment industry conference panels on topics ranging from securities valuation to the impact of technology.
-Extensive knowledge of digital media, social networking and Web 2.0 technology
-Co-founder Frozen Pea Fund, the first social media-based fund-raising effort. Dedicated to raising money for Breast Cancer research.
Alternative investments, hedge fund sales, marketing and investor relations.
Institutional investor market, particularly foundations and endowments.
(Privately Held; 1-10 employees; Financial Services industry)
April 2008 — Present (5 months)
Diversified financial services marketing and media company.
(Privately Held; 1-10 employees; Investment Management industry)
December 2005 — April 2008 (2 years 5 months)
Business development for start-up and emerging hedge funds and for the AAM private equity fund.
(Privately Held; 51-200 employees; Investment Management industry)
May 2002 — May 2005 (3 years 1 month)
Generated new business for $2.5 billion alternative investment firm managing 5 hedge fund strategies. Covered 300+ institutional investors including foundations, endowments, funds-of-funds and consultants.
(Privately Held; 11-50 employees; Capital Markets industry)
May 2000 — May 2001 (1 year 1 month)
Marketing:
-Created a strategic marketing plan that built awareness of the company and positioned CEO as thought leader.
-Produced the tactical execution plan.
New Media and Web Development:
-Produced plan to employ website as core marketing, service and delivery tool and directed design and implementation.
(Privately Held; 51-200 employees; Financial Services industry)
August 1995 — May 2000 (4 years 10 months)
MarketDataInsite.com, New York, NY, SVP, Marketing and Web Development, Founding member of B2B web-based portal for financial services
Bridge Information Systems, New York, NY, Product Mgr.
Moody’s Investors Service, New York, NY, Product Specialist, RDS
(Public Company; 10,001 or more employees; MER; Financial Services industry)
March 1992 — August 1995 (3 years 6 months)
Produced programs to develop new business, retain customers and position the business unit as the industry leader for financial data and software.
MBA, Marketing, 1988 — 1989
A.B., Business, English, 1978 — 1982
Comedic writer, blogger and performer, Comedy Legend, Cathleen Rittereiser Consuming and Spectating: -Pop-culture: movies, music, writing, Award Shows, TV, Tivo -Food, cooking, NYC restaurants, wine and wine-tasting -Productivity, procrastination, collaboration, GTD, web 2.0 -Baseball, travel
100 Women in Hedge Funds
100 Mets Fans in Hedge Funds, Social Media Club, Twitter, Money:Tech Conference, NMS Conferences
Most Likely to Succeed, 8th Grade Graduation, 1974