Doug Mcintosh Email & Phone Number

Hartford, Ct, Us

Lead product management, product development and transition activity for $60b investment platform to acquiring entity systems environment. Chair Retirement Separate Account Committee, Secretary IRA Investment Council, Member Investment Operations Committee. Activities include legal, compliance, regulatory, client and advisor-facing interaction along with training and troubleshooting/resolving operational errors.

Hartford, Connecticut Area

Lead investment product team for multi-billion-dollar retirement platform. Mandate covers all asset classes, including guaranteed retirement income, with exception of stable value. Responsible for existing product management, oversight and governance; new product development; relationship & contract management with third-party subadvisory and in-house investment managers. Author industry-relevant white papers, represent firm through media appearances and conference presentations.

Shelton Ct

Responsible for all aspects of market-facing investment communications for $160B+ asset platform, including financial professional and client-approved materials. Create and deliver model portfolio architecture, marketing collateral (written and video), white papers, training programs (investment theory and sales training).

Newark Nj

Created guaranteed investment vehicles for retail investors outside the USA. Built and executed business plan for international distribution of variable annuities and investment products through major banks and insurers in Italy, Germany, the UK, Ireland and Switzerland.

Hartford Ct

Major responsibilities: Product Development, Marketing & Distribution planning, internal and external training for new retirement income product. Created institutional presentation model for use with investment consultants. Lobbied legislators & regulators.

Hartford, Connecticut Area

Various roles within full-service retirement business (formerly CIGNA Retirement): * Built $7.4B prospect pipeline in consultant-generated RFP's; liaison with Client Service for retention of $21B in third-party-advised assets. * Led and completed two rounds of initial due-diligence on potential acquisitions in middle-market, involving a total of $26B in retirement assets.* Developed, codified and implemented rigorous due-diligence process for new sub-advisors to ensure compliance with AIMR (CFA Institute), SEC and internal guidelines.

Master Of Business Administration (M.B.A.), Finance & International Management

Activities and Societies: Teaching Assistant. Executive Member, Student-Faculty Committee. Recipient of Fried Fellowship for demonstrated.

Bachelor’S Degree, English/Communications

Activities and Societies: Honors Program, Resident Advisor, Spanish Tutor, Dean's List.Classical Liberal Arts education; Honors Program.