As a Fund Relationship/Product Professional/Funds Expert, I am a collaborative leader with in-depth knowledge of the financial services business. Throughout my career, I have been consistently effective in partnering with clients and stakeholders to develop operating models and workflow ...more

As a Fund Relationship/Product Professional/Funds Expert, I am a collaborative leader with in-depth knowledge of the financial services business. Throughout my career, I have been consistently effective in partnering with clients and stakeholders to develop operating models and workflow solutions in support of asset management products, particularly exchange traded funds (ETFs). I have also worked closely with Private Banking colleagues and clients to develop fund structures for Family Office investments. I am a dedicated and focused problem solver: team oriented and proven effective working across the organization and with clients directly to uncover needs and deliver solutions.less