I have worked in asset management with Eaton Vance/Morgan Stanley for almost 20 years. With 10+ years of product related experience, I currently oversee the Market Intelligence Group. I am responsible for adding value to the sales process by conducting research, communicating competitive advantages, and providing insight on opportunities for strategic development. Currently, my coverage includes mutual funds, ETFs, separate accounts, and institutional channels. With an extensive background working across the firm, I not only understand the goals of sales, marketing, and operations, but also how best to address the unique challenges each face. Top 5 CliftonStrengths: Maximizer | Achiever | Deliberative | Empathy | ConsistencyExpertise in Morningstar, Zephyr, eVestment, and Strategic Insight/SimFund software.
Listed skills include Product Management, Strategy And Analysis, Competitive Analysis, Customer Satisfaction, and 5 others.