Experience

VettaFi

• United States
• Financial Services
• 1 - 100 Employee

• Head Of Index Governance

  • Oct 2022 - Present

  New York City Metropolitan Area



S&P Global

• United States
• Financial Services
• 700 & Above Employee

• Senior Director Index Intelligence and Governance

  • 2020 - 2022

  Product Management and Business Intelligence for financial products. Oversaw product purpose fit, analytical strength, and operational reliability. In charge of design, policy, risk profile, and responses to market developments. Utilizes communication and analytical skills to influence leaders of finance, operations, and research.



Invesco Ltd.

• United States
• Financial Services
• 700 & Above Employee

• Investment Analytics

  • 2017 - 2019

  Greater New York City Area Global Performance Attribution and Portfolio Analytics for Multi-Asset, Thematic, and ETF strategies. Analyzed strategies, designed investment management analytics, developed data platform, and quality control processes.



AB

• Security and Investigations

• Global Analytics, VP - Head of Equity, Fixed Income, and Multi Asset Analytics

  • 2010 - 2017

  Greater New York City Area Global Attribution and Analytics for $490 billion of assets. Responsible for team leadership, product delivery, product development, business analysis, data infrastructure, and portfolio intelligence across multiple channels and asset classes.

• Global Analytics, VP - Data Analytics

  • 2007 - 2009

  Greater New York City Area Model development, product development, business intelligence, database architecture, and data analytics for currency and customized solutions

• Global Analytics, VP - Data Stewardship and Data Architecture

  • 2003 - 2006

  Greater New York City Area Data Steward of Enterprise Analytic database repositories for pricing, performance, constituents, symbology, currency, forward premiums, hedge impacts, country, sector, security, industry, earnings, forecast, and fundamental data.