As an investment product executive, I drive asset and revenue growth through expert development and execution of product strategy. Throughout progressively challenging roles with large global financial firms, I combine deep capital markets expertise with an understanding of investing behavior to create products/vehicles that succeed across diverse distribution channels. I have built a strong reputation for leading major cross-company initiatives such as full-cycle product development and launches, directing product-line reviews across distribution channels, executing fund mergers and repositionings and developing clear branding and messaging. I enjoy bringing together stakeholders and negotiating disparate perspectives to create a solution that positions the firm for success. Colleagues, senior leaders, and teams rely on my ability to lead cross-functional teams and unsurpassed industry knowledge as they make decisions and develop strategies in order to fulfill responsibility to shareholders while maximizing the confidence and loyalty of diverse clients.
Listed skills include Equities, Product Management, Mutual Funds, Alternative Investments, and 11 others.