I'm a Product expert within the Financial Services Asset Management industry with extensive Exchange Traded Fund (“ETF”) product development and product management experience. I lead and manage senior teams and have developed over 135 US listed equity, fixed income, and multi-asset class ETFs with ...
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I'm a Product expert within the Financial Services Asset Management industry with extensive Exchange Traded Fund (“ETF”) product development and product management experience. I lead and manage senior teams and have developed over 135 US listed equity, fixed income, and multi-asset class ETFs with assets over $1 Trillion AUM. I offer a unique blend of skills and perspective drawn from experiences and interactions across various stock exchanges, service providers, asset managers, capital markets, and regulators.
Core Competencies:
- 1940 Act ETF and Mutual Fund Product
- Leadership and Mentoring
- Business and Product Strategy and Planning
- Boards of Trustees and Committee Presentations
- Product Development and Management
- Contract and License Negotiations
- Regulatory and Governance
- Client Presentation and Product Positioning
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