Led the Research Department, steering the organization toward active, research-driven capabilities. Built and managed the framework guiding enhanced index and active portfolios. Evaluated analysts' investment recommendations and overall performance. Coordinated recruiting for the Research Department. Maintained primary coverage of stocks in the consumer discretionary, consumer staples, and other sectors. Delivered a positive long-term track record.

Selected securities for a $20B IG bond fund. Performed detailed due diligence on traditional and structured private placements. Worked with regional CIOs to develop a global investment mandate and asset allocation process for the general account. Member of the U.S. and Global Equity teams performing fundamental analysis to recommend stocks across a variety of industries.

Created detailed earnings models on 20+ public retailers. Wrote research reports and presented investment theses to the institutional sales force and investors.