William Poulin Email & Phone Number

Washington, Dc

• Business Intelligence to investment companies and mutual fund boards• Consulting- Product design, pricing, and distribution strategy- ETF | Mutual Fund | SMA | CIT• Outsourced Product Development, Product Management, Product Marketing, Board training, strategy and execution; content-led digital/ traditional marketing • Gap analysis | Product extension | Vendor selection & management | Mutual Fund/ETF conversionMutual Fund/ ETF mergers | Product line rationalization | Pricing | Fund liquidations Current Engagements:Product Design and Development -Prepping a new series of outcome-oriented active ETFs and SMA’s Evaluating Mutual Fund-to-ETF ConversionsETF-as-a-share class - scenario planning and road map Investment Product Development -Developing financial planning tools for HNW investment advisor and family office; Thought leadership; Content strategy Mutual Fund M&A / Due Diligence Lead -Investment banking support; M&A execution for sale of a public investment company; Product mappingAdvisor/ Head of Product Strategy - Robo Advisor. Fine-tuning product, manager selection, and organizational messaging; adapting same to collateral, digital, and social media, public relations

Washington, District Of Columbia, United States

• Established a new broker-dealer subsidiary for a Washington-based financial services firm• Developed overall business strategy and product road map, providing research and training on product structures, pricing, and competitive environment

Washington D.C. Metro Area

Introduced product management and promotional strategy to innovative alternative ETFs firm• Jumpstarted new product initiative – focused on new liquid alts and smart beta ETFs • Led product launch activity, coordinating Investment, Marketing, and Distribution in the new intermediary distribution effort• Designed channel-specific integrated marketing plans; developed messaging, collateral, training, and campaign management• Led day-to-day product oversight and competitive analytics

Greater Boston Area

Recruited to lead product and marketing strategy for a $650 Billion mutual fund, ETF, and asset management division of Bank of America. Oversaw product management, development, and promotional strategy for retail and institutional channels. Directed Columbia’s business intelligence gathering, competitive analysis, and reporting. • Chair of Columbia Product Approval Committee• Member of BofA Global Wealth and Investment Management (GWIM) Product Committee• Member of Collective Trust Oversight Committee for U.S. Trust and BofA Private Bank-Product Management / Development Highlights: • Led product teams in day-to-day oversight, expertise, and advocacy of funds and institutional strategies. • Introduced Columbia’s first alternatives strategies and actively managed ETFs• Developed new series of collective trusts to access large plan DCIO opportunities• Managed sub-advisor relationships- screening, due diligence, selection, and Board reporting• Developed Columbia’s separately managed account strategies for intermediary distribution-Product Marketing and Communications Highlights:• Overhauled all mutual fund and institutional collateral for more competitive product positioning• As subject matter expert, led the product management team in product training and communications• Led product-related communications and presentations to Columbia’s three mutual fund boards-Product Rationalization Highlights:• Evaluated product lines and features; successfully consolidated more than 200 legacy mutual funds and institutional strategies from dozens of legacy financial services brands• Evaluated and rationalized numerous legacy share classes• Restructured Columbia’s subadvisor and institutional pricing for parity across all vehicles• Established GIPS® standard for track records of dozens of newly consolidated institutional composites

Greater Boston Area

Head of product strategy, development, and marketing for Fidelity's broker-sold investment division. Led product management team in the day-to-day oversight and subject matter expertise for Fidelity Advisor Funds • Led Fidelity's Retirement Income effort, to capture “boomer” roll-over opportunity in the broker/advisor channel• Led Fidelity’s active ETF effort; worked with American Stock Exchange (AMEX) to evaluate and communicate the value proposition of actively managed ETFs• Partnered with Fidelity’s asset management divisions: Fidelity Management & Research, Pyramis, and Geode, to design Fidelity’s first "liquid alternatives" funds• Analyzed and successfully re-priced Fidelity’s entire fixed-income product line for more effective positioning

Greater Boston Area

OG "Fin-tech" Direct Indexing and SMA platform / TAMPTook Company from an idea to 75 employees, filled pipeline, and successful exit

Boston, Ma

Led US and Europe Marketing and Product for US and European (UCITS) product lines

New York, Ny

Mutual fund Mergers and Acquisitions-Researched acquisition opportunities-Led execution of buy-side and sell-side Asset management acquisitions

Boston, Ma

- Established a go-to-market strategy for the new fund division of J. Hancock- Grew division from 5 funds and $3BN to 50+ funds and $45 BN

Mba, International Finance

Bs, Management

Graduate Study, International Finance / European Economic Community / Common Currency Project €