• Formulated and implemented product strategies informed by market analysis, user insights, and organizational objectives• Utilized data analysis and user feedback to drive strategic product choices, improve functionalities, and boost user interaction.• Evaluated market trends and competitor information to uncover opportunities, evaluate product-market alignment, and inform feature prioritization.• Established and monitored key performance indicators (KPIs) and product metrics to evaluate success and pinpoint opportunities for enhancement.

Transitioned from financial services to sporting goods / consumer products, aiding in the sales and management of products that help improve scores via better putting strategies and efficient practice methods• Conducted product demonstrations, addressing questions from potential customers and media staff at numerous national trade events (e.g., PGA Merchandise Show, PGA Fashion & Demo Experience, Las Vegas Golf Fest.)• Evaluated / prequalified prospective clients from all skill levels (beginning through professional, including coaches). Set up accounts with consumers as well as retailers and distributors.

Managed investment platform of mutual fund & exchange-traded funds, for private client from investment management & trust business perspective. Total client AUM +$95B.• Directed share-class exchanges netting clients’ tremendous annual savings: $144K (2012), $2.81M (2013).• Conducted annual investment platform analysis of 600-700 products on product diversification, oversaturation, appropriateness.• Led team building software automating the trading desk’s ability to automate trade processing and execution. Increased maximum daily trade capacity 100X—from 50 to 5,000 trades / day.• Orchestrated proprietary fixed-income product set using client oversight: from prospecting to investment strategy execution.• Functioned as internal consultant: collaborate with Risk Management, Global Manager Research, Investment Operations, Asset Allocation, Trading, Compliance, Technology, Investment Managers / Sales, Marketing, Legal teams—plus 3rd-party money managers & vendors to deliver products.• Oversaw all onboarding & termination of mutual funds and ETPs with 85+ money managers.• Held full responsibility for overall company platform on mutual funds & ETPs.• Conducted extensive platform risk analysis of mutual / exchange traded funds.

Covered small cap equities & fixed income funds, mainly global & competitive funds. Drafted extensive performance reports for all funds—used by portfolio managers, sales teams, private & institutional clients. • Held $2.5B AUM. Managed multi-asset class portfolios following stringent, process-driven guidelines for private & institutional clients on Investment Strategy & Research Team.• Investigated portfolios regarding asset class style, performance attribution, security analysis, modern portfolio theory statistics.• Tracked, mitigated risk—from individual investments to portfolio-level.• Carried out due diligence on portfolios’ money managers followed: drafted quarterly portfolio analysis reports & commentary.• Functioned as member of Due Diligence & Asset Allocation Committees

Managed investments for Insurance Asset Management Group with $8B AUM in customized fixed income portfolios—including $550M+ in personal book & primary backup on $6B.• Functioned as lead manager on portfolios predominantly holding short-term vehicles: commercial paper, treasury bills, agency discount notes, variable rate demand notes, Dutch auctions, short duration corporates.• Co-managed taxable & tax-exempt accounts with wide-ranging fixed income security investments: treasury, agency, municipal, corporate, structured products. • Explored investment choices, ascertained optimal vehicles on account-by-account basis.• Leveraged prudent risk management practices, followed compliance & regulatory controls.• Established investment guidelines per client requirements & liabilities, selected benchmarks, sectors, length. • Managed clients’ cash flow & debt management needs.• Crafted custom reporting employing performance, analysis, holdings, portfolio summaries.• Utilized Bloomberg, Bondedge, Yield Book, Barclays Capital Live, Macgregor daily.