Managed over $2.0 Billion of stable value assets for John Hancock defined contribution plan clients and Manulife’s own employee 401(k) plan. Accountable for daily investment and operations, establishing and complying with investment guidelines, meeting long term investment objectives, negotiating investment contracts, reviewing legal documents, and assisting in product development, marketing and sales. Present regularly to clients, brokers and senior management. Led successful development of stable value investment program resulting in successful launch of John Hancock Stable Value Fund.

Managed broker relationships relating to brokered CD and retail note programs. Priced offerings weekly, gathered and analyzed market intelligence on competitors’ rates and product features. Developed relationships with distributing brokers and presented at financial industry conferences and trade shows. Contributed to research and development of product specific investment strategies. Utilized sophisticated financial modeling systems.

Monitored and evaluated managers of investment options for Hancock’s variable life & annuity products, and firm’s pension and 401(k) plans. Conducted manager searches for new strategies. Designed & implemented investment policies. Participated in on-site due diligence visits. Negotiated competitive investment management fees. Managed relationships with investment managers and data vendors. Presented to Board of Trustees and Investment Committees. Served as business liaison for Sarbanes-Oxley, proxy voting, systems, and other internal initiatives.

Co-managed over $4.5 billion of stable value assets for Putnam’s full-service, defined contribution plan clients. Actively managed relationships with clients, insurance companies, banks and consultants, as well as, multiple internal relationships. Involved in client lifecycle from prospect stage through implementation, active and deconversion stages. Served as business liaison for systems group and represented Putnam at industry functions and issuer events.

Discretionary manager for over $1.0 billion of stable value assets in corporate defined contribution plans for nine portfolios. Relationship manager on several Fortune 500 client accounts. Served as business liaison for systems group and represented State Street at industry functions and issuer events.