Developed strategy to turn around the U.S. business with particular focus on better defining target client segments and linking them to newly created, client focused distribution teams. Led regional efforts to integrate acquired businesses and investment teams including cross client channel distribution strategies to grow assets. Actively presented at client meetings and conferences on a variety of investment topics such as investment in Chinese securities. Primarily managed (e.g. hiring… Show more Developed strategy to turn around the U.S. business with particular focus on better defining target client segments and linking them to newly created, client focused distribution teams. Led regional efforts to integrate acquired businesses and investment teams including cross client channel distribution strategies to grow assets. Actively presented at client meetings and conferences on a variety of investment topics such as investment in Chinese securities. Primarily managed (e.g. hiring, setting goals, organizational structure, strategy) business functions, including distribution, product development, communications, and marketing. Chaired U.S. Executive Committee and lead U.S. regional client and regulator-related issues.• Reduced overall operating expenses by 20% and distribution employees by 30% between 2015 and 2019.• Designed cross channel distribution strategy and helped to implement strategy for new investment team which raised over $5bn of assets under management (AUM) in three years.• Developed new teams to support distribution effort including a client advisory group to help advise clients, and a data analytics team to improve sales focus and sales team effectiveness. Show less

Long-term member of the firm’s most senior decision-making and governance body that developed the overall strategy and budget, high-level implementation plans, and reviewed compliance and risk. Prior to 2012, the Global Executive Committee was comprised of representatives from the major operating entities of Allianz Global Investors (including PIMCO, RCM, Nicholas-Applegate, etc.).

Developed strategy to grow the Asia business with a particular focus on geographic footprint and local strategy implementation in target geographies. Led overall China asset management strategy including both onshore and offshore teams, partner relationships, and regulatory engagement. Deputy Chair of joint venture fund management company and led discussions to transition partner to China Pacific Life. Led joint venture discussions and strategy implementation with Indian partner, Bajaj… Show more Developed strategy to grow the Asia business with a particular focus on geographic footprint and local strategy implementation in target geographies. Led overall China asset management strategy including both onshore and offshore teams, partner relationships, and regulatory engagement. Deputy Chair of joint venture fund management company and led discussions to transition partner to China Pacific Life. Led joint venture discussions and strategy implementation with Indian partner, Bajaj Finserv. Chaired Asia Pacific Executive Committee and led Asian regional client and regulator-related issues.• Increased assets under management (AUM) from €11m to over €55m. Show less

Developed strategy (including implementation) for growing the Hong Kong business of JP Morgan Asset Management. Managed various client sales and marketing teams, and driving product development to achieve these goals.

Reporting to regional CEO. Developed strategy for a sub-group of Asia Pacific markets including ASEAN, Australia, New Zealand, India, Pakistan and South Korea during the Asian Financial Crisis.• Closed non-viable joint venture in Indonesia, and sold joint ventures in Pakistan and Malaysia to partners.• Closed non-viable businesses in Australia and New Zealand.• Re-structured and grew start-up business in Thailand with joint venture partners to largest fund management company… Show more Reporting to regional CEO. Developed strategy for a sub-group of Asia Pacific markets including ASEAN, Australia, New Zealand, India, Pakistan and South Korea during the Asian Financial Crisis.• Closed non-viable joint venture in Indonesia, and sold joint ventures in Pakistan and Malaysia to partners.• Closed non-viable businesses in Australia and New Zealand.• Re-structured and grew start-up business in Thailand with joint venture partners to largest fund management company four years later. Show less

Lead equity portfolio manager for wide range of pooled funds (e.g. mutual funds, closed-ended funds, unit trusts) invested in various geographically focused strategies. Investment manager for early China funds distributed in the U.S. (40 Act), Australia, New Zealand, Japan, and Hong Kong. Head of China Region investment team managing team of eight investors and analysts with assets under management (AUM) of over $4bn.