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-Head of Product Strategy for J.P. Morgan Funds in the Americas and Portfolio Insights-Focus on shaping and positioning the product palette for US and Offshore Funds, ETFs, SMAs and Alternatives for the intermediary focused lines of business' in the Americas- Head of Portfolio Insights including an analytics service designed to help our clients build stronger portfolios and education on portfolio construction and manager selection

-Head of broker dealer and RIA focused product strategy team-Focus on portfolio analytics and product messaging

-External Wholesaler covering Independents in Connecticut

-Competitive analysis-Product messaging