Christopher J. Pusak, CIMA®

Experience

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  Rorer Asset Management

  Jan 1994 - Jan 2005

  SVP and Principal, Head of Retail Distribution

  Built and managed a 15 person wholesaling force to distribute investment products through the retail brokerage channel. Responsible for an additional 11 person staff of marketing and inside sales functions. Maintained National Account relationship responsibility.

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  The Quaker Funds

  Jan 2005 - Jan 2006

  Managing Director, EVP Sales and Marketing

  Member of a 3 person Management Committee responsible for sales,operations and compliance of a 10 fund mutual fund complex.

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  Attalus Capital

  Jan 2006 - Jan 2007

  Director

  Sold Hedge Fund of Funds to Financial Services clients.

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  Rorer Asset Management (company folded)

  Jan 2007 - Jan 2009

  Dir. Institutional and National Account Sales

  Rejoined Rorer to rebuild a captive salesforce and establish an initial institutional sales and national accounts effort for the firm. Responsible for sales to Institutional and Independent Investment Consultants.Originally joined Rorer in 1994. Achieved Partner status in 1999. Left in 2005 due to a restructuring.

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  Portable Alpha Consulting, LLC

  Jan 2009 - Jan 2013

  President

  My consulting business helped asset managers with strategy and establishing or growing their business by selling through the Institutional or High Net Worth financial advisor community. Multi- Channel, Multi-Product Clients included: Cushing Asset Management; Barrack Yard Advisors; 361 Capital; Farr, Miller & Washington. I closed the business when my lead client hired me as a full time employee.

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  NXG l Cushing Asset Management

  Feb 2013 - now

  Client Relationship Manager

  Current- Manage Cushing's relationship with New York Life Investments and their wholesalers nationwide. As a subject matter expert, independently represent a broad array of strategies tied to the Energy and MLP sectors including: Hedge Funds, Open and Closed End Mutual Funds and SMAs. Provide portfolio-level field support to external sales reps and investor clients through individual meetings and group presentations.11/11 (with Portable Alpha) to 7/14, Regional Wholesaler: consistently achieved #1 sales ranking for Cushing Asset Management. Show less