25+ years of product development/management, marketing, and education expertise. Current clients include: Tematica Research, LLC (Tematica Bita Digital Infrastructure and Connectivity Index - TBDIGI)(Tematica Bita Data Privacy & Digital Identity Index - PRIV)(Tematica Bita Big Spenders & Savers Index - CPND)(Foxberry Tematica Research Cyber Security and Privacy Index - FXBYCYBR)(Foxberry Tematica Research Sustainable Future of Food Index - FXBYFOOD)EQM Indexes, LLC(EQM Pure Junior Gold Miners Index - JRGOLD)(EQM XOUT Large Cap Index - XOUTTR)I have product development/management experience with mutual funds, closed-end funds, ETFs, ETNs, listed derivatives, and have been directly involved in the development of a number of innovative products across multiple issuers currently representing approximately $6.4B in assets under management. Data wrangling/management and workflow optimization/automation are particular strengths of mine as are creativity and the ability to distill complex ideas into easily accessible themes.

Responsible for product development, product management and licensing activities in support of the NYSE family of indexes, providing services / consulting to NYSE ETP Listing Group clients with respect to index design, development and execution. Projects included working with legal/compliance to complete the IOSCO certification process, development of a proprietary equity classification schema, development of a novel price based option skew metric and workflow automation.

Responsible for product development (concept to listed product), product management and sales/licensing activities in support of the ISE family of indexes as well as evaluating prospective ETPs for project financing. Also responsible for managing secondary market support by establishing and maintaining relationships with product issuers, sell- / buy-side analysts, institutional investors, stock exchanges and market makers among others.

Product Manager (Closed-End Funds [Multiple Strategies] / Municipal Bond Mutual Funds) primarily responsible for product management and development activities in support of U.S. sales efforts through working with sales, investments, marketing and legal to establish strategic and tactical plans to support focus products.

Senior Treasury Analyst primarily responsible for corporate cash management, forecasting global interest income and expense and managing credit facility, banking and investment management relationships.

Client Service Officer responsible for providing client service for firm's largest ($7+ billion) client primarily responding to questions regarding investment methodology and rationale

Investment Analyst in Portfolio Analysis and Consulting Services (PACS) responsible for the development and production of research in support of fund marketing and sales efforts in the institutional marketplace.

Product Analyst responsible for the development of analysis of equity and fixed income mutual funds in support of fund marketing and sales efforts.