• Responsible for the product management and product development support of the Russell Private Client Services Product Management Team.• Serve as an intelligence center for all products, specifically related to fund performance, pricing, and competitiveness within the respective product categories.• Develop and deliver market research and competitive intelligence reviews of the product line’s various offerings relative to existing and new trends in the marketplace.• Created a suite of research reports regarding the performance and attribution of the mutual fund model portfolios for Russell’s product line versus the proprietary model portfolio information of Russell’s three largest distribution partners. Presented the insights of this research to the broad cross-section of the business unit’s Sales & Client Service, Strategic Partnerships, Marketing and Consulting Services Teams.• Coordinated with external market intelligence service providers, as well as created internal analysis reports, related to the competitive pricing status of Russell’s mutual funds, in support of the annual “15c” mutual fund pricing governance requirement.

• Member of a 7 person team of senior investment management professionals responsible for the review and development of prospective High Net Worth Investor’s portfolio analysis reports.• Built customized investment portfolio returns based style analysis reports.• Refreshed the new quarterly data and analytics of a suite of key consultative sales presentations.

• Provided continual analytical support through a 1 year plus long process of outsourcing the ongoing operational support of Russell’s Separate Account and Mutual Fund Wrap Program.• Created a customized stock portfolio analysis of the potential tax implications (gains or losses, short-term or long-term) for transitioning client portfolios, with combined assets in excess of $900M.• Completed multiple business analytics projects, including Tax Efficiency calculations of separate account portfolios, investment account trading costs, and stock social screen restriction adherence.

• Sole client service associate for the Russell Managed Account Strategies Program’s relationship with the 19 participating money managers and their 25 respective investment products.• Coordinated the readiness of Russell’s Managed Account offering on multiple vendor platforms, including Envestnet, Charles Schwab, Northern Trust, FundQuest & Placemark platforms.• Deployed the Checkfree APL trading platform for all money managers.• Developed as needed various analytics reporting capabilities related to business needs including trading activity, account investment performance, client fees and assets under management.

• Team Lead for “Picasso”, U.S. Distribution’s OLAP database.• Managed the deployment and associate training of multiple software services. Including DST Technologies’ AWD® (Automated Work Distributor™), the DST Vision financial intermediary account management web platform, and Boston Financial’s TA2000®, the leading shareholder recordkeeping system in the mutual fund industry.• Developed multiple ad-hoc and repeatable cash flow, asset and trading reports.

• Creation of net present value analysis models for valuing Utility Company cash flows• Data analysis of utility cost of service studies• Compilation of sensitivity analysis for potential Utility Company asset acquisitions

• Completion of the first comprehensive working prototype of the league’s Consumer Products Licensee Information Guide• Conducted Product Manager interviews to uncover the critical needs of the project, and compiled the critical information into the final prototype• http://www.nba.com/careers/internship_program.html

(Associated Students of Seattle University)• Maintained the financial transaction records of over 90 student club accounts.• Reconciled the monthly budget of the university’s student government and student club accounts.