Lead the product strategy and management of Nuveen’s retirement solutions including TIAA-CREF Lifecycle and Lifestyle funds.

Led the product and partner strategy for all custom defined contribution solutions at AB.Managed the implementation and support team for AB's custom defined contribution solutions.

Led the sales, marketing and product development across both the institutional and intermediary channels for Russell’s Adaptive Retirement Accounts, a managed account offering focused on improving retirement outcomes for DC plan participants. Co-authored "Russell ARA: Aiming for the bull's eye", a whitepaper discussing the next evolution in target date investing and how participation specific information can be utilized to create a customized glidepath for each participant.Was responsible for client education and advice on institutional retirement income solutions.Co-authored, with Daniel Gardner, of Russell’s “From buyer beware to buyer aware”, a whitepaper focused on helping plan sponsors evaluate in-plan guaranteed income solutions.

Launched the first in-plan multi-insurer, open-architecture target-date fund with a guaranteed lifetime withdrawal benefitLead cross functional groups in the development and implementation of the firm's in-plan guaranteed income product targeting defined contribution plans with $500M+ in plan assetsResponsible for developing and managing the firm's strategic partnerships with insurance providers, recordkeepers and third party investment managersDevelop and manage the strategic direction, marketing and positioning of the in-plan guaranteed income productCollaborate with research, portfolio management and sales on key product initiativesOversee all aspects of product development and implementation, including marketing communications, pricing, legal agreements, technical design and infrastructure, operational processes and defining the participant

Managed teams of business analysts, requirement specialists and web developers to develop, test and implement B2B applications, Web portals and eMarketplacesFacilitated meetings with key project stakeholders to determine the Vision, Critical Success Factors and other significant elements involving the projectDeveloped course objectives, agendas and material for various internal Context training sessionsTrained new hires in the ContextWISE methodologyCoordinated and facilitated system integration and user acceptance testing of web based financial services applications involving numerous internal groups as well as third party institutions

Facilitated discussions with Front Office representatives to define their business strategies and identify gaps in the current systemsDeveloped application architecture plans to meet the needs of the Front OfficeDetermined the necessary resources, designed the functional and technical specifications and formulated the project plan for developing new systems and modifying existing applicationsSupervised programmers in the development of client/server applications and Java appletsCreated and conducted training sessions for new Front Office toolsAnalyzed the credit risk monitoring processes to identify redundancies, inefficiencies and gaps

Supervised multiple consultants in designing and implementing custom client/server applicationsConducted knowledge transfer sessions with client personnel on custom built client/server applicationsDeveloped financial and accounting system applications to assist clients in various business functionsDesigned, developed and launched a new data collection process for the International Swaps and Derivatives Association (ISDA)Mentored new analysts on the project methodology and how to be an effective consultantPage 1 of 2