Strong Leader within ETF Portfolio Management, Trading, Capital Markets and Research ▪ Deep ETF portfolio mgmt, trading, research & capital markets experience within active and passive strategies ▪ Seasoned ETF executive with heavy product development experience and client-facing ETF sales ...more

Strong Leader within ETF Portfolio Management, Trading, Capital Markets and Research ▪ Deep ETF portfolio mgmt, trading, research & capital markets experience within active and passive strategies ▪ Seasoned ETF executive with heavy product development experience and client-facing ETF sales capabilities ▪ Extensive trading, research, and operational background within global equities, ETFs, and derivatives ▪ Certified ETF Advisor (CETF) Expert Knowledge: Bloomberg, FactSet, Morningstar Direct, MOXY, Charles River (CRD), Eze, Linedata, Checkfree APL, Envestnet, Instinet, ITG, Liquidnet, Axys Advent (APX), Credit Suisse HOLT, Canaccord QUESTless