25 years experience in the ETF industry in a variety of roles including National/Key Accounts, Institutional sales, relationship management, platform development, research, due diligence and model portfolio mgmt. Extensive industry contacts globally among professional buyers, COI’s and gatekeepers ...more

25 years experience in the ETF industry in a variety of roles including National/Key Accounts, Institutional sales, relationship management, platform development, research, due diligence and model portfolio mgmt. Extensive industry contacts globally among professional buyers, COI’s and gatekeepers across the Broker-Dealer, Global Bank, ETF Strategist and Institutional channels, along with Capital Markets, Index Providers and Exchanges. Specialties: ETFs, Closed-end funds (CEFs), research, due diligenceless