Subject matter expert for firm’s ETF and Index product suite.Responsibility for marketing programs and product collateral including digital, social media and print.Webinar Expert- Led lead-generation program utilizing more than 40 webinars.

Utilized a “index partner” approach with index licensees to increase licensing revenue.Responsibility for relationship and business aspects of risk-based index business for client suite of Canadian mutual funds and U.S. ETFs.Created and maintained product marketing materials including index rule books, sales materials, and index collateral.

Responsible for product development roadmap for ETFs and mutual funds, and post-launch product support to drive sales and AUM growth. Led product development and product management activities for firm’s flagship suite of fixed income mutual funds. Embedded with fixed income and equity investment teams serving as portfolio specialist to facilitate investment communications with sales teams.

Product owner with responsibility for strategies including U.S. and global equities, multi-asset and alternatives across multiple styles and market-cap spectrum.Embedded with investment teams to serve as investment expert for internal groups and external clients.Excelled at positioning products by developing creative sales ideas for use by distribution team.Led development of product messaging and communications among investment, marketing, and sales teams.