John O'Brien Email & Phone Number

Jacksonville, FL, US

• 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.

• 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.

Master Of Science - Ms, Applied Business Analytics

Activities and Societies: Beta Gamma Sigma International Honor SocietyMachine Learning, Statistical Modeling, Predictive Analytics.

Master Of Business Administration - Mba

Activities and Societies: Phi Kappa Phi Honor Society

Bachelor Of Business Administration - Bba

Education record