Current:BlackRockDirector, BlackRock Global Allocation Product StrategistResponsible for supporting $90b Global Allocation platform across retail and institutional clients worldwide. Provide updates on portfolio, market outlook and performance updates to investors.PastBlackRockVice President, Strategic Alliances, Retail DistributionResponsible for increasing market share through the distribution of mutual funds, separate accounts and sub-advisory services within insurance variable annuity and retirement platformsPast:Merrill Lynch Investment ManagersInvestment AnalystResponsible for creating analytics to support the sale of sub-advisory services and mutual funds within insurance, IODC, and bank-trust platforms. Analyzed insurance universe for sub-advised opportunities and helped build case for MLIM strategies to be included within platforms.Assisted Managing Director in building strategy for insurance sub-advised, bank-trust and retirement initiatives.Pioneer Investments:Market Research AnalystSpecialties:Account management, new business development, sub-advisory.SkillsZephyr StyleAdvisorMorningstar DirectLipperSimfundeVestPSNMobius
Listed skills include Mutual Funds, Investments, Business Development, Investment Management, and 12 others.