- Chairman of the Touchstone Pricing Committee where I lead a cross functional team to develop processes and procedures to insure fair and reliable prices of the underlying securities held by the Touchstone Funds.- I identify and implement tax savings strategies which add meaningful value to Touchstone's shareholders.- I have participated in the due diligence and onboarding of Touchstone's acquisition of four mutual fund complexes.- Developed a financial model to assess the financial stability of Touchstone key service providers and third party sub-advisors.- Give presentations on a quarterly basis to Touchstone's Independent Board of Trustees.

- Worked closely with the controller and cross-functional operations department leaders to prepare annual sales and manufacturing margins plans, departmental budgets, working capital plan and cash flow plan.- Prepared and distributed monthly budget vs actual reports.- Prepared cost of goods sold report.- Performed various account reconciliations.- Performed financial statement preparation and analysis.- Perfomed pro forma cost analysis as part of new product development team.