Client Portfolio Manager representing $400 Bil global equities platform, addressing the informational needs of the firm’s institutional and individual clients at more than 15,000 academic, medical, cultural, and research institutions.Primary coverage of flagship $140 Bil multi-managed global equity allocation strategy, as well as $15 Bil Emerging Markets Equity, International Growth and International Value investment teams.

Managed a suite of equity and fixed income mutual funds, annuities, and separate accounts including actively managed, quantitative, index-based and socially responsible strategies.

Conducted industry and competitor research to provide key insights for sales, marketing and product management.

Project manager, lead analyst and consultant. Key liaison with mutual fund advisory Boards during 15(c) contract renewal.

Managed claims litigation in partnership with corporate defense counsel. Controlled division costs and designed appropriate coverage plans.