I have been involved with early stage innovative and disruptive financial service products that continue to change the mutual fund industry. I managed the launch of the initial equal weight exchange traded fund (ETF) following the successful development of several non-traditional mutual funds, ...more

I have been involved with early stage innovative and disruptive financial service products that continue to change the mutual fund industry. I managed the launch of the initial equal weight exchange traded fund (ETF) following the successful development of several non-traditional mutual funds, variable insurance trusts and institutional accounts. My strongest asset is implementing new ideas across the product development life cycle. I have a strong understanding of portfolio management, marketing, sales, transfer agency, accounting, and compliance. I am capable of managing cross functional roles within the financial services industry providing leadership and support of business development for established or new initiatives. Specialties: Investment product development and management including ’33 and ’40 Act funds (ETF, mutual funds, variable trust funds), structured products, collective funds, and separate accounts; Product strategy; Index investing; Smart beta investment strategies; Marketing strategy; Distribution; Portfolio management; Compliance and regulatory; Administration; Due diligence; Market data; Equities, fixed income and alternativesless