Bountiful Financial is the first financial solutions company solely dedicated to empowering direct indexing platforms, wealth advisors, and asset managers to serve faith-based investors across a variety of religions. Central to our services is a rigorous governance process that guides the development of investment frameworks reflecting diverse faith values, including those of Catholic, Christian Evangelical, and Latter-day Saint communities. We generate data specifically tailored to these faith frameworks and create proprietary indices. We also collaborate with major index providers to develop indices under their brands, ensuring that both individual and institutional investors can effectively integrate faith-driven values into their investment strategies.

• Empowering asset managers through behavioural science to engage wealth advisors and investors.

• Led a global team of 30 product managers driving the success of S&P DJI's alpha-oriented, non-core product lines (sustainability, religious values, strategy indices, AI, crypto, ). • Member of executive committee overseeing S&P DJI's commercial strategy. Fostered strategic partnerships with industry leaders such as Vanguard, BlackRock, Amundi, UBS, and State Street.• Drove strategic initiative to hyper-scale key product lines, enabling the launch of 40+ ETFs across global markets.

• Led a team that secured and maintained major mandates totaling $50 billion, including those with the Government Pension Investment Fund (GPIF) of Japan and the Federal Government of Germany.• Developed values-based investment strategies in partnership with UBS, BlackRock, State Street, Amundi, Invesco, and other major asset managers and investment banks.

• Drove product strategy for the S&P 500, international equity indices, fixed income, commodities, custom index solutions, working in collaboration with the head of product management.• Managed P&L for products totaling $727 million in annual revenue, overseeing a team of 20+ product managers located in London, New York, Mexico, Hong Kong, and Singapore.

• Led a team focused on indices representing $55 million in revenue. Directly product managed Cboe VIX.

• Developed major accounts, including BlackRock, State Street, Vanguard, and others, successfully licensing indices underlying 361 ETFs with a total of over $1 trillion in holdings. • Began in New York (2005-2008); transitioned to expat roles in London (2 yrs) and Hong Kong (3 yrs).• Led development of exchange relationships, including co-developing products. Key partnerships included Japan Exchange, Hong Kong Exchange, RTS (Russia), Australia Securities Exchange, National Stock Exchange (India), Bolsa Mexicana de Valores, Deutsche Börse, TMX (Canada), and Cboe.

• Drove the adoption of indices among US pension funds, initiating S&P DJI's first outreach to 30+ pension consultants and devising a licensing and engagement strategy tailored to this channel.

• Conducted analysis of employment trends, which were reviewed by the Federal Reserve and Joint Economic Committee.• Authored a highly-referenced paper that was among the first to spotlight the emerging trend of companies outsourcing business services.