Experience

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  Merrill lynch

  Jan 1995 - May 1995

  Financial analyst intern

  Analyzed equities and developed model portfolios competition Researched and uncovered high-net-worth prospects

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  Fidelity investments

  Dec 1995 - Mar 2010

  Led product management and development for DB and DC businesses with focus on funds, collective trusts, pricing and classesCreated product positioning, educational information and promotional material to support selling efforts in retirement channelActed as retirement business specialist in Investment Product, managed small team, updated senior management on product and client issues and met with clients and prospects Launched a new institutional share class for DC business that helped retain $30B+ in proprietary fund assetsAcknowledged with award as key single contributor to DC Investment Only businesses’ success in 2008Designed and launched new target date products into DC market which yielded $6B+ in assets in first 3 years Show less Led product management and product development staff of 10 in promoting existing funds and launching new fundsMaintained strong relationships with senior management, investment management and distribution channels around the globe Created 2006 and 2007 product plans and carried through plan by launching 5 new funds attracting over $500M in first year sales Reorganized group with stronger focus on business managementLed investment communications and marketing channel management for Advisor business unitCreated greater efficiencies by outsourcing data-intensive investment work to IndiaMet with clients to discuss Fidelity Canada’s product development initiatives and existing products Show less Led cross-functional teams on various product management and development projectsDeveloped and executed strategic plans for growth, value and asset allocation fundsIncreased awareness of Fidelity’s value funds and increased market share from 2% to 10% through fund reopenings, fund launches, advertising and presentations Created and executed a highly visible marketing campaign for Target Date Retirement offeringActed as functional lead on Brokerage company’s distribution and retirement issues, including crossover and rollover Show less

  • Vice President of Investment Product Management

    Nov 2006 - Mar 2010

  • Vice President of Product Research

    Nov 2005 - Nov 2006

  • Director of Product Management

    May 2003 - Nov 2005

  • Assoc Product Mgr, Product Mgr and Sr Product Mgr

    Aug 1999 - May 2003

  • Inside Wholesaler, Sales Group

    Apr 1998 - Aug 1999

  • Representative and Team Leader, Relationship Management and Client Services Group

    Nov 1996 - Apr 1998

  • Consultant

    Dec 1995 - Nov 1996
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  State street global advisors

  Jun 2010 - Mar 2014

  Vice president, product development

  Led product strategy initiatives with focus on research, development, pricing and introductions Provided review and oversight for State Street Global Advisors’ line of institutional investment productsAnalyzed product development concepts, sought committee/board approvals and led launches, including equity, fixed income and hedge fundsPartnered closely with client-facing teams to understand the end client need and deliver scalable vehicle solutionsResearched business opportunities and risks associated with various alternative investments including private equity, direct real estate and infrastructure Show less

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  Natixis investment managers

  Mar 2014 - now

  Senior vice president, head of institutional product and head of etfs

  Focus on product innovation for US marketAs part of product strategy leadership, identify market trends and recommend ways to monetizeResearch and establish private funds focus at firm, both creating products and designing commercial strategy; products include private equity, private debt and hedge fundsLaunch and oversee ETF business, including ETF product development, ETF Sales Specialists and ETF Capital Markets DeskTrain salesforce on all new products and ETF industryConduct subadvisory searches for Canadian businessChampion Collective Investment Trust (CIT) vehicle typePeriodically review acquisition opportunitiesSupport growth of managed account business Member of Natixis Distribution's Management Committee, Global Product Steering Committee, Product and Services Committee and Risk Committee Show less

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  Van loan school at endicott college

  Sept 2018 - now

  Adjunct professor of business

  MBA program professor