Managing Director, Senior Product Specialist
CurrentI have been at the forefront of driving fixed income thought capital and business development within the wealth management sector, assuming a role as a visionary leader in fixed income, a trusted partner with distribution and clients. My notable accomplishments include spearheading business development initiatives for fixed income mutual funds, SMAs, and ETFs, while also playing a pivotal role in the creation of the Fixed Income SMA Platform. With a proactive approach, I initiated and led… Show more I have been at the forefront of driving fixed income thought capital and business development within the wealth management sector, assuming a role as a visionary leader in fixed income, a trusted partner with distribution and clients. My notable accomplishments include spearheading business development initiatives for fixed income mutual funds, SMAs, and ETFs, while also playing a pivotal role in the creation of the Fixed Income SMA Platform. With a proactive approach, I initiated and led Principal Asset Management's fixed income international business development team, successfully transitioning the investment boutique from a conventional US core Fixed Income Manager to a Global Specialist Credit Manager. This transformation, facilitated by process refinements, innovative marketing strategies, and enhanced client servicing, resulted in growth in total assets under management, with a substantial increase in new asset growth stemming from international markets. My track record speaks to my ability to translate the breadth of the fixed income market to meet clients’ needs, to foster innovation, and to generate substantial growth. Show less