Kenneth Meyer Email & Phone Number

New York, Ny, Us

New York, Ny

Newport Beach, California, Us

Lead product strategy efforts across the PIMCO municipal platform, including Mutual Funds, ETFs, SMAs, and Interval Funds. Serve as the primary subject matter expert on portfolio management process, philosophy, and positioning. Responsibilities include serving as liaison between portfolio managers and global sales teams, primary point of contact for strategy competitive positioning, drive product development initiatives to address growth opportunities, and supporting the growth of existing municipal strategy platform.

New York, Ny, Us

• Primary point of contact for MainStay MacKay municipal bond mutual funds, limited partnerships, and Index IQ ETFs, with a combined AUM of $70 billion • Served as municipal fixed income subject matter expert in more than 100 individual in-person meetings with financial advisors and individual investors, and I lead between 5-10 conference calls/zoom meetings with various US retail external wholesalers and financial advisors on a weekly basis • Created Municipal Special Essentials Presentation to address municipal market dynamics in response to market volatility • Leading efforts in creating a weekly comprehensive municipal market update report for distribution to financial advisors • Established product positioning for a new-to-market Taxable Municipal Strategy, which includes educating prospective investors on the asset class, measuring the expertise of the Portfolio Management Team, and identifying the role of taxable municipal bonds in a client’s asset allocation

Nashville, Tn, Us

• Responsible for supporting the growth of AllianceBernstein’s taxable and municipal fixed income platform within the US Retail Distribution Channel, serving as the primary point of contact for all fixed income mutual funds and SMAs, with a combined AUM of $40 billion • Served as a subject matter expert on conference calls and in-person meetings with financial advisors – Contributed to winning more than $100 million in new assets across different opportunities • Conduct research and due-diligence for new product launches and enhancing current products to create a complete platform, assessing market opportunities, and developing business strategies tailored to home office investment teams, wealth management financial advisors, and defined contribution plan advisors• Lead efforts to develop fund messaging, create competitive analysis templates, and framing asset allocation positioning, for income focused bond portfolios

Nashville, Tn, Us

• Responsible for supporting the growth of AllianceBernstein’s multi-asset solution platform with AUM of over $140 billion globally and across all distribution channels• Consult with Portfolio Managers and Sales Teams to create effective and timely messaging related to product set • Conduct extensive qualitative and quantitative competitive analysis to leverage in conversations with clients and prospects • Primary point of contact for Emerging Markets Multi-Asset Portfolio which raised over $2 billion in assets during 2017 across all global distribution channels• One of seven people in the Global Client Group selected for Associate Advancement Program

Nashville, Tn, Us

• Responsible for driving sales and servicing existing asset holders of AllianceBernstein’s retail mutual funds in the Indiana and Illinois regions – Compounded Annual Growth Rate of more than 10% in each territory over four-year coverage period• Provide investment guidance by assembling and presenting holdings based competitive analysis, and applying relevant capital market perspectives to address potential hurdles impeding client’s financial goals• Received award for highest gross sales in the country with Independent Channel Financial Advisors

Nashville, Tn, Us

-Assist in product management of 529 college savings plans, and its underlying funds.-Perform analytical comparisons with regards to performance, competitors, and industry average.

Series 10-55 LicenseInsurance sales including cold calling, individual presentations, qualifying customers, and closing salesReached "Power of Five" status within eight weeks Second highest selling intern of 2010-2011 intern group

Bachelor Of Science (Bs), Finance & Economics

Education record

Finance; Accounting, Management; Economics