2008 Fund Operations Awards - Leadership

Leadership

• Nominating firm's credentials:

  Name
  Parent Company (if applicable)
  Assets Under Management
  Number of Customers Served
  Relationship to the Nominee
  Any other additional pertinent information

• Please explain, in 50 words or less, the reason for nominating this back-office, asset management or service provider executive. Specifically, tell us about his or her contribution to the profession.

  In answering this question, please consider how the nominee has brought about definitive, positive change for their organization and/or the industry-and be as specific as possible.

  Please also consider their: 1) Industry knowledge, reputation and business acumen; 2) Performance in terms of setting high standards of excellence, building high-performance teams, inspiring the desire to excel, championing customers' and investors' goals for retirement safety through sound investments; and 3) Natural leadership skills. How well do they inspire through initiative and confidence? Are they known for their intelligence, determination, not to mention listening skills and overall sound direction?

• Next, please summarize, in 30-40 words-again being as specific as possible, and using whatever figures or other quantitative data that applies-how this individual has had a direct, positive impact on profit margins and performance: Have they driven record revenues, improved profit margins, streamlined productivity and/or boosted investment product performance?

• Nominee's credentials: Name, Title, Affiliation, Parent Company (if applicable), Assets Under Management, Number of Customers Served, and any other additional pertinent information: