Experience

• 

  Parametric

  • Boston, Massachusetts

  • Director, Product Management

    • Oct 2019 - Present
    • Boston, Massachusetts
• 

  Breckinridge Capital Advisors

  • United States
  • Investment Management
  • 1 - 100 Employee

  • Assistant Vice President

    • Nov 2018 - Sep 2019

  • Consultant Relations Associate

    • Mar 2016 - Nov 2018

• 

  Eaton Vance

  • United States
  • Investment Management
  • 700 & Above Employee

  • Internal Wholesaler, New York City

    • Apr 2011 - Mar 2016

    - Proactively market and compliment marketing efforts of Regional Vice President- Identify and target potential high net worth clientele, initiating and cultivating prosperous relationships with registered representatives- Maintain in-depth knowledge of current economic environment and provide appropriate investment solutions to registered representatives- Meet with clients in a range of settings to discuss products and the changing landscape of the market

  • Marketing Support

    • Feb 2010 - Apr 2011

    - Functioned as a liaison between Managers and team to coordinate meetings, product tutorials and schedules- Served as a training resource for the team and department - Acted as an interim Internal Wholesaler to various External Wholesalers- Collaborated with the analytics team for creation and distribution of various analytic materials- Maintained and updated team intranet site and coinciding internal reference materials

• 

  State Street

  • Dublin, Ireland

  • Fund Accountant

    • Feb 2008 - Jul 2008
    • Dublin, Ireland

    - Produced daily Net Asset Value calculations that were used for external publication and to facilitate Investor deals- Analyzed trades to determine their affect on the portfolio’s NAV and investigated any abnormalities- Ensured that trades were priced correctly and verified that corporate action...

• 

  MFS Investment Management

  • Greater Boston Area

  • International Marketing Assistant

    • Jan 2007 - Jul 2007
    • Greater Boston Area

    - Produced performance-centric literature in the form of PowerPoints, client service reporting, and sales tools- Drove a research initiative to determine whether a fund restructuring was necessary- Analyzed MFS funds to choose appropriate funds to recommend to Merrill Lynch brokers in response to...