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.

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.
• 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

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 €