Experience

• 

  ProShare Advisors, LLC

  • United States
  • Investment Management
  • 100 - 200 Employee

  • Director, Investment Strategist

    • Aug 2013 - Present

     Lead investment specialist for innovative suite of equity and alternative ETFs across several strategies including dividend growth, long short equity, hedge fund replication, infrastructure, private equity, & fixed income Serve as primary liaison between the investment platform, distribution organization, and operational support functions to communicate product story, strategy, investment process, and positioning Represent top selling products to prospects and clients in sales meetings, conference calls, and industry events, and provided technical product support to both internal and external sales teams Generate marketing and sales-related content including strategy presentations, asset class whitepapers, sales ideas, positioning updates, etc.  Conduct detailed firm- and product-level competitor reviews, and presented relevant findings and recommendations to senior management Develop and lead all in-person and web-based product training initiatives Assist in various product development initiatives

  • Senior Investment Strategist

    • Aug 2013 - Present

• 

  Deutsche Bank

  • Vice President

    • May 1997 - Dec 2012

     Investment specialist for several retail mutual funds in the global equity, commodities, infrastructure, and real estate asset classes  Assessed the economic impact of various strategic initiatives including product launches, morphs, product mergers, and made appropriate recommendations to senior management Designed and developed product profitability framework for retail and VA platform and monitored ongoing fund level profitability Assessed economic viability of various product placement opportunities with intermediary distribution partners and negotiated revenue sharing terms and rates Ownership of all product pricing and expense caps, including multi-million dollar voluntary fee waiver recommendations Researched industry and competitor product, wrapper, and financial trends and developed market assessments and recommendations to senior management  Performed analyses of financial results and prepared forecasts and budgets for the business and its individual segments Developed predictive financial models and analytical tools that assisted senior management in understanding complex business issues and opportunities for new business development  Responsible for the preparation, review and audits of Scudder and Kemper annual and semi-annual fund financial statements

• 

  Outboard Marine Corp

  • Internal Auditor

    • 1995 - 1997

• 

  Ernst & Young

  • Staff Accountant

    • Oct 1994 - Apr 1995