Financial services executive specializing in new and emerging lines of business where creativity and innovation are the foundation of success. Extensive background in Business Development, Product Management and Development, Strategy and Planning, Investment Operations, Investment Advisory, and ...more

Financial services executive specializing in new and emerging lines of business where creativity and innovation are the foundation of success. Extensive background in Business Development, Product Management and Development, Strategy and Planning, Investment Operations, Investment Advisory, and Public and Private Fund Structures (US and Europe). Recognized as a trusted and committed leader, peer, and business partner dedicated to building high performing teams and marshaling the organization to consistently meet or exceed its business objectives. Skills and Experience: Strategy and Planning, Product Innovation, Produce Lifecycle, Resource Optimization, Forecasting and P&L Management, Sales and Territory Management, New Business Development, Marketing Programs, Research and Analytics, Relationship Management, Talent Management, Investment Operations, Portfolio Construction, Active, Index, and Factor-based investment strategies, Regulatory and Compliance, B2B and B2C business models, C-Suite engagement, Consulting, Negotiating, and Licensing. Domain Knowledge: Asset Management • Investment Management • Financial Services • Capital Markets and Trading • Mutual Funds • ETFs • CITs • SMAs • UCITS • SICAVs • AIFs • Alternatives • Private Placements, Parnerships, and Hedge Strategies • Cayman • Interval Funds • Real Assets• Long/Short • DC/DB (401(k)/403(b)/457 plans) • DCIO • Inedpendent Broker Dealer • Regional and Independent RIA • National Wirehouse • Discount and Direct Brokerage • Fee-Based Advisory • Brokerage • Hybrid RIA • Digital Advice • Managed Accounts • Wrap Accounts • Model Delivery • ETF Strategists • Leadership and Team Building • Fiduciary Standard and Due Diligence • Client Development • Key Accounts • Wealth Management • Index Construction • Portfolio Construction • Competitive Intelligence • Market Researchless