As a Director of Product Strategy I am leading the strategic development of Principal's offerings for participants in both the education and advice space. This includes virtual and onsite education, in-plan advice, and distribution consulting.

Responsible for the overall vision, strategy and leadership of the product managers/product owners who support Schwab's advice, planning and guidance tools including the Managed Accounts and Advisor Managed Accounts services through 3rd party investment adviser platforms.

Tapped to take the reins for a new portfolio review service managing a team of U.S.-based Investment Specialists and creating a cohort of India-based Investment Analysts tasked with evaluating multi-asset class investment portfolios, leveraging capital market assumptions and qualitative portfolio manager investment views and macro themes to deliver industry-leading analytics and portfolio construction insights to Nuveen’s financial advisor clients• Spearheaded the final stages of development, full launch, and subsequent refinements of this new, institutional-quality, advisor client portfolio report and advisor consultation review service• Directed all aspects of developing and launching the service, heavily collaborating with marketing on digital collateral, website creation and sales promotion, project management, software and data vendor relationships, and contract management and negotiation• Navigated delicate Legal and Compliance obstacles, regulatory hurdles and complex audits while adhering to industry policy guidelines • Collaborated with Data Science and Tech-Ops teams to properly quantify success metrics, enhance CRM automated portfolio review service request functionality, published KPI reports (new asset flows, adoption rates, top client intel) to all stakeholders; presented to senior executives and Nuveen Fund Board• Recorded professional educational videos for industry website and internal marketing campaigns and spoke at global sales meetings to promote and educate distribution teams • Highlighted during National Women’s History month in February 2019 for team mentoring efforts, moderated Nuveen’s first Emerging Leaders Talent program, and contributed to the newly formed Cultural Council

Lead a team of 16 investment analysts with fiduciary oversight on fund-specific portfolios for plan provider clients as part of Morningstar Investment Management LLC’s Advice and Managed Accounts service offerings. Primary responsibilities of the team include analyzing investment data to determine prudent solutions for portfolio construction and recommending changes to client products, services and deliverables.In 'Head of'​ role, providing strategy and vision for business growth, innovating with the Retirement Research and Advice Methodology teams, and daily collaboration with our client relationship managers, operations/technology, business analysts, senior management, and other global team members.

Managed a team of U.S. and China based investment analysts who refine and rebalance retirement portfolios as part of Morningstar Investment Management and Ibbotson Associates'​ advice and managed accounts services. Our primary clients include Plan Providers and Plan Sponsors.

Managed a team of Dev and QA professionals tasked with integrating asset allocation capabilities into our institutionally focused, web-based research platform, Morningstar Direct.

Responsible for growing and retaining high profile client base in NYC. Primary client types included asset managers, mutual fund companies, and leading global financial firms. Top product solutions offered included Morningstar Direct (global research platform), EnCorr (asset allocation suite), Institutional Investor Exchange (separate accounts) and Altvest (hedge funds).

Institutional Software Sales representative and team leader for the EnCorr software and data sales group. Oversaw total software (new and renewal) business with revenues upwards of 7mil annually. Demonstrated software at Ibbotson’s annual client conference and other industry symposiums.