Experience

F2 Strategy

• United States
• Financial Services
• 1 - 100 Employee

• Product Owner

  • Apr 2023 - Present

  Product Owner at F2 Strategy working with Technology partners at SEI (based in Oaks, PA) to integrate the SEI Wealth Platform (SWP) with the DTCC's Alternative Investment Product (AIP) services to automate transactions and post-transaction reporting for wealth management firms/intermediaries investing on behalf of their clients in vehicles offering exposure to alternative investments (e.g., private equity funds, real estate, non-traded REITs, private debt funds, Business Development Companies (BDCs), hedge funds, etc.) F2 Strategy provides boutique consulting services globally to support existing technology teams within the wealth management, family office, RIA and wealth manager space, helping these companies align their technology platforms and distribution channels with the wealth management experience that their clients expect. Show less



Nuveen, a TIAA company

• United States
• Financial Services
• 700 & Above Employee

• Vice President - Investment Product Manager

  • Jul 2012 - Aug 2021

  Product manager overseeing Nuveen's multi-asset/asset allocation products, primarily target date funds and target risk funds, and also supporting certain annuity offerings. Strategized in partnership with the product management teams overseeing the underlying single strategy equity funds (i.e., large cap, small cap, value, growth and international equity), fixed income funds (i.e., core, core plus, high yield, short duration and international fixed income) and real estate funds (i.e., core strategy investing in office, industrial, retail, multi-family apartment and alternative sectors) which received investment from the asset allocation products. Select achievements: • Managed numerous initiatives to change the underlying fund lineup of the target date/target risk funds. These entailed evaluations of the investment strategies, tracking errors and risk-adjusted performance of the individual underlying equity and fixed income funds removed from, and added to, the underlying fund lineup to demonstrate the expected improvement in the risk/return profiles of the target date/target risk portfolios. • Contributed to the design, and directed the launch, of a private fund offering direct exposure to core commercial real estate. This fund was included as an underlying fund within the target date funds and served as a significant differentiator. • Directed the adoption of an innovative pricing structure for the target date funds allowing for their pricing to be set independent of the pricing of the underlying funds in which they invested. This provided the ability to maintain, or lower, the target date funds’ pricing without lowering the pricing of the underlying funds, preserving in excess of $300,000 annually in revenue. • Contributed to the design of a Guaranteed Lifetime Withdrawal Benefit (GLWB) rider/option added to a deferred variable annuity. • Key contributor to the launch of Nuveen’s first target date collective investment trust (CIT) series. Show less



TIAA

• United States
• Financial Services
• 700 & Above Employee

• Investment Product Manager

  • Jun 2005 - Jul 2012

  Responsibilities included product design, as well as managing cross-functional teams. Select achievements:• Launch of a collective investment trust which invested in an underlying private real estate fund and underlying mutual fund invested in REIT shares (the collective investment trust was offered to custom/open architecture funds-of-funds used within 401(k) retirement plans).• Launch of a private equity real estate fund which focused on core plus and value add commercial properties. • Launch of a separate account for an institutional client created for the purpose of investing in commercial real estate mortgages originated by TIAA.• Devised, and managed the implementation of, a narrowly tailored limit on transfers into a variable annuity product which primarily invested in commercial real estate. The limit was designed to prevent a recurrence of large net outflows ($5 billion) over the short term, helping protect the ability to make long term investments. • Launch of a private equity fund-of-funds (focused on investing in private equity funds that invested in distressed firms). Show less

• Financial Analyst

  • Oct 2002 - Jun 2005

  Responsibilities included:• Responsible for updating on a monthly basis the annual fixed income investment program (i.e., the annual planned purchases and sales of fixed income securities) for the TIAA General Account to reflect recent transaction activity. The TIAA General Account supports the flagship TIAA Traditional Fixed Annuity product (the investment program provides a projected income yield used to set dividend policy on more recent contributions received from participants/investors in the TIAA Traditional Annuity). • Prepared quarterly reports which summarized the sources of capital gains/losses for the TIAA General Account. Show less