Experience

Intelligent Leadership Executive Coaching

• United States
• Management Consulting

• Executive Coach

  • 2022 - Present

  Develop leaders and emerging leaders to take their leadership skills to the next level and transform culture. Partner with clients using propriety assessment tools, while providing coaching feedback. Develop leaders and emerging leaders to take their leadership skills to the next level and transform culture. Partner with clients using propriety assessment tools, while providing coaching feedback.



Geode Capital Management

• United States
• Investment Management
• 100 - 200 Employee

• Team Leader – Global Equity Indexing Products

  • 2014 - 2022

  The firm was positioning itself for high growth and looking for an external leader to lead an existing investment team. Brought on due to deep experience in portfolio construction, client-facing, and process improvements, as well as extensive leadership abilities. Partnered with Trading, Operations, Compliance, Systems and Business Development, servicing clients and prospects resulting in successful management and support of client assets and profitability for the firm. IMPACT ✔ Managed 90% of the firm’s $900B in assets from $200B. Grew the team from four to 13 professionals. Launched new products, growing funds from 35 to 170+. These included Factor Based (Smart Beta) and Exchange Traded Funds (ETFs). Averaged 60+ presentations per year, improving both the firm’s reputation and client satisfaction. Helped upgrade technology and developing consistent and documented processes/procedures. Served as lead portfolio manager representing Geode on external projects including business/process consultants, as well as external audits and regulatory inquiries. Represented firm’s investment capabilities externally and conducted regular client portfolio reviews. Show less



Hartford Investment Management

• Investment Management
• 200 - 300 Employee

• Lead Portfolio Manager – Global Equity Indexing Products

  • 2006 - 2014

  The firm was launching new internationally invested funds within their variable annuity platform, a company first. Brought in to lead startup of investment team due to deep experience in portfolio construction of internationally invested index funds. Directed all aspects of management, portfolio construction, client support, and business -development of global index equity strategies. IMPACT ✔ Developed day-to-day management process for launch of international equity index funds for new Variable Annuity products. Successfully managed a number of large asset transfers, gaining $3.5B+ in additional assets in four new global portfolios. Evaluated various portfolio management and trading systems to ensure an efficient and cost-effective process to manage the day-to-day operations of the funds, together decreasing the cost and level of operational risk to the firm. Grew the firm’s index assets from $7B to $12B; increased funds from six to 12. Won HIMCO, Presidents Award (2010) and Hartford Financial, Chairman’s Award (2011) Show less



State Street Global Advisors

• United States
• Financial Services
• 700 & Above Employee

• Senior Portfolio Manager – Global Structured Products Group

  • 2005 - 2006

  Managed multiple index funds totaling ~$11 Billion in assets, benchmarked to various types of international, domestic, and emerging markets indices, including Standard & Poor’s, Russell, MSCI, and Dow Jones. Fund structures included mutual funds, separate accounts, commingled pooled funds, and ETFs. Prepared monthly and annual performance attribution reports for both portfolios and client accounts.

• Product Engineering Analyst – Active International Quantitative Equity Group

  • 2004 - 2005

  Member of portfolio management team providing marketing and business growth support. Developed competitive reporting for non-US quantitatively managed equity strategies. Conducted research using FactSet, Style Advisor, internally developed portfolio management systems, and various third-party consulting databases.

• Portfolio Manager – Global Structured Products Group

  • 1996 - 2004

  Managed multiple Index funds benchmarked to various types of international, domestic, and emerging markets indices, including Standard & Poor’s, Russell, MSCI, and Dow Jones. Fund structures included mutual funds, separate accounts, commingled pooled funds, and ETFs. Minimized risk and achieved compliance by continuously monitoring client accounts to ensure proper allocation. Rebalanced to specific index strategies, both published and customized. Participated in special projects related to accounting and recordkeeping systems for equity investments. Show less

• Investment Operations Associate – Global Structured Products Group

  • 1994 - 1996

  Managed operational investment functions of large emerging market equity funds invested in 26 countries. Acted as liaison between investment managers, traders, custodians, and clients, as well as various intracompany overseas offices. Performed valuation and performance analysis. Resolved trade and reconciliation issues. Gained in-depth knowledge of trading procedures and market practices in Asia, Latin America, Europe, and Africa.


Brown Brothers Harriman
• United States
• Financial Services
• 700 & Above Employee
• Client Account Manager

  • 1992 - 1994

State Street Bank & Trust
• Custody and Fund Accounting Associate

  • 1990 - 1992