An accomplished financial services professional with a specialty in investment product strategy including mutual fund product development, management and marketing. Unique blend of skills drawn from previous experience as an attorney and in branding/marketing in advertising agencies and as a ...more

An accomplished financial services professional with a specialty in investment product strategy including mutual fund product development, management and marketing. Unique blend of skills drawn from previous experience as an attorney and in branding/marketing in advertising agencies and as a client. Collaborative leadership style by setting the direction and standards of quality for teams yet willing to dive into the details to ensure successful delivery of projects.less