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Assisting in the integration of acquisitions with product innovation and operational synergies. Oversight of third party advisory products and asset managers. Extension and enhancement of the annuity investment platform through the development of non-traditional asset allocation strategies. Working with annuity wholesalers to educate financial advisors on the research process, development, and performance of the annuity investment platform.

Responsible for analysis of several sectors indentifying underlying investment themes and investment ideas for both Small Cap and Mid Cap portfolios. Used both qualitative and quantitative research to analyze potential investments. Including management interviews, company visits, analyst meetings, and financial statement analysis.Worked with portfolio managers and economist to help develop top down portfolio allocations based on macro economic and industry trendsLiaison to consultants and clients explaining and demonstrating the investment process/discipline as well as providing portfolio and performance updates.

Internal Sales Associate providing sales and service support to Financial Advisors. Managing all aspects of wholesaler activity as well as planning all focus meetings and due diligence. Presenting updates on annuity benefits and investment options as well as educating financial advisors and clients on investment asset allocation strategies