Thomas McAuliffe

Experience

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  UBS

  Jan 2002 - Jan 2006

  Director, Institutional Consulting

  Managed the day-to-day operations of the institutional consulting practice, which provided advisors with client support functions including: responding to RFPs, developing investment policy statements, asset allocation studies, manager and mutual fund searches, performance reporting, presentation support, contract negotiations and account procedures.

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  Morgan Stanley

  Jan 2006 - Jan 2011

  Director of Graystone Consulting

  Responsible for the day to day management of institutional investment consulting business that supported over 200 consultants and over 2,100 clients with assets totaling $124 billion. Managed a team that provided support for various investment consulting and fiduciary services. Drove strategic solutions for clients by structuring relationships with a focus on client service, capabilities, contractual engagement and fee negotiations, while keeping an eye towards the risk exposure to the firm.

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  Bank of America Merrill Lynch

  Jan 2011 - Jan 2017

  Head of Investment Consulting

  Responsible for leading strategic planning, improving risk management and optimizing the development and delivery of investment solutions for pension plans, defined contribution plans, foundations, endowments and other clients. Partnered with the firm's Financial Advisors through a consultative sales process to identify and capitalize on opportunities, with a focus on new business, cross-selling of products/services and the expansion of current capabilities. Lead a product team to develop and deliver innovative client solutions with a focus on portfolio construction, managed account selection and due diligence. Responsible for the onboarding of investment products available on Merrill Lynch record-keeping platforms. Show less

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  Sheelen's Crossing Pub & Bistro

  Jan 2018 - now

  General Manager