Experience

• 

  FUSE Research Network

  • Greater Boston Area

  • Director of Relationship Development

    • Aug 2015 - Present
    • Greater Boston Area

    Providing client engagement and customized decision support for FUSE clients.

• 

  State Street Global Advisors

  • Head of Intermediary Marketing

    • Jun 2010 - Jul 2015

    Responsible for North American marketing of SPDR ETFs, as well as SSGA mutual funds

• 

  Independent Consultant

  • Distribution Consultant

    • 2008 - Jun 2010

    Developed sales and product management benchmarking study, as well as authored research briefs and topical industry commentary for start-up distribution research firm.

• 

  Columbia Management

  • Director, Product Strategy

    • Jul 2006 - Aug 2008

    * Directed product strategy for all existing and developing, retail and institutional, products of $400B Asset Manager.* Lead product development, sub-advisory management, and product analyst teams.

• 

  Financial Reserach Corporation (FRC)

  • Senior Vice President

    • May 1998 - Jul 2006

    * Responsible for all sales execution, marketing programs, and strategic consulting provided to asset manager clients of FRC affiliate; BISYS Distribution Solutions.* Consulted to FRC clients re: investment product and distribution strategic planning.

• 

  John Hancock Funds

  • General Director

    • Sep 1990 - Apr 1998

    * Managed all aspects of product marketing and development for retail products, including 39 open-end mutual funds.* Developed product launches, as well as successful product/brand extensions.