Experience

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  Putnam investments

  Jul 2010 - Dec 2023

  Senior Investment Director, dedicated to Putnam’s Global Asset Allocation products, responsible for defining product messaging for existing products; developing and launching new products; and providing ongoing marketing and sales support across Putnam Global Distribution, including retail, institutional, and defined contribution. I also manage the Global Asset Allocation Investment Strategies team. Investment Director working in Putnam’s Global Investment Strategies group, dedicated to Global Asset Allocation products. Responsibilities include developing and launching new products; defining product messaging for existing products; providing ongoing marketing and sales support; interpreting and communicating performance, positioning, and strategy to existing clients; and gathering market intelligence on trends in the global marketplace. Define product messaging for existing products, positioning and competitive analysis, and provide ongoing marketing and sales support across Putnam Global Distribution, including institutional, retail, and 401(k). Mutual fund due diligence and investment analysis for current and prospective Putnam 401(k) plans. Fund mapping and due diligence for prospective Putnam 401(k) plans.

  • Senior Investment Director, Global Asset Allocation

    Jun 2022 - Dec 2023

  • Investment Director, Global Asset Allocation

    Jul 2017 - Jun 2022

  • Investment Product Analyst, Global Asset Allocation

    May 2013 - Jul 2017

  • Sr. DC Investment Specialist

    Dec 2011 - May 2013

  • DC Investment Specialist

    Jul 2010 - Dec 2011
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  Franklin templeton

  Jan 2024 - now

  Vp, solutions portfolio manager

  Vice President, Solutions Portfolio Manager within Franklin Templeton Investment Solutions (FTIS), responsible for developing multi-asset investment solutions for institutional clients, with a focus on target-date strategies and retirement investing. I also serve as co-chair of the FTIS Retirement Operating Committee.