Investment Professional with a diverse skill set including manager-focused research and consultative institutional sales. Significant industry knowledge augmented by a strong and deep presentation history pitching to sales prospects, clients, executive committees and research teams. Established ...
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Investment Professional with a diverse skill set including manager-focused research and consultative institutional sales. Significant industry knowledge augmented by a strong and deep presentation history pitching to sales prospects, clients, executive committees and research teams. Established ability in leading and coordinating cross-organizational groups focused on marketing, technology delivery and sales support.
Specialties:
- Manager research and selection
- Institutional sales with analytics support
- Asset allocation
- Product management
- Product development
- Building and leading research teams
- Marketing and client presentations
Software expertise:
Morningstar Direct; Zephyr StyleADVISOR; Lipper LANA; MPI Stylus; Bloomberg; Ibbotson EnCorr Analyzer; eVestment.com; Salesforce.com; Tamarac Rebalancer and Advisor View; Morningstar CPMS
Licenses and Certifications:
CFA charterholder
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