Engage with institutional clients and consultants to communicate Geode's portfolio construction techniques, portfolio management tools and technology, index rebalances and trading results, and other implementation considerations leveraged for the day-to-day management of portfolios. Serve as a subject matter expert with our distribution and marketing partners to articulate Geode's investment expertise and process with clients and prospects. Collaborate with business partners across the firm on new product development and strategic planning.

Influenced positioning of Vanguard’s ETFs, indexing and multi-asset capabilities, including target retirement funds, through extensive research and competitive analysis. Served as a thought leader, publishing on noteworthy developments and supporting education initiatives. Met with advisors, large corporations and consultants to assist as a subject matter expert on the industry and Vanguard products.

Tapped to build this team from scratch following my success establishing ETF product management. Spearheaded strategic analysis and investment recommendations related to fixed income ETFs and mutual funds. Evaluated new products, improvements, and mergers/liquidations. Contributed to new product launches and developed go-to-market strategies. Participated in sales presentations with financial advisors, plan sponsors, intermediaries, and UHNW investors.

Steered the expansion of the product management function of Exchange Traded Funds (ETF). Led strategic planning, ongoing management, and due diligence for all ETFs and index products. Led full-cycle project management, driving complex initiatives aimed at evaluating opportunities, developing products, and growing the business. Produced product, market, and competitive analysis to enhance decision-making around pricing and features.

Directed a team of 12 in comprehensive investment management, financial planning, and trust services for high-net-worth families and organizations. As a key member of the senior Asset Management Services (AMS) team, presented investment methodology and capital market updates to ultra-high net-worth clients, institutional board members, and prospects as part of the sales process. Actively mentored the team to build capability and achieve results.

Conducted deep-dive analysis of mutual funds and advisor portfolios. Leveraged a variety of tools to write investment commentaries, participate in due diligence efforts, and compile reporting for senior leadership. Identified potential advisors. Presented research and analytics supporting the AMS investment methodology.

Performed investment due diligence, including manager selection and ongoing monitoring of investment managers, of the MetLife Defined Contribution platform. Provided investment support for all of MetLife’s defined contribution functions, including client relationships and marketing. Created and presented investment presentations on a variety of topics, including capital markets reviews, client specific investment reviews, and final sales presentations. Provided comprehensive research and analysis on specific investment products.

Began my career at Putnam Investments and held various positions during career at Putnam. During my last three years, I executed foreign exchange trades to cover international equity and global fixed income trading activity. Worked closely with the currency strategists of the Global Asset Allocation group to execute forward trades to hedge portfolios according to benchmarks and internal models. Supervised day-to-day activities of the global trading operations staff. Subject matter expert for developing and implementing a new global trading system.