Experience

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  ArrowMark Partners

  • Denver, CO

  • Equity Client Portfolio Manager

    • 2019 - Present
    • Denver, CO

    - Represent ArrowMark’s equity investment strategies to existing and prospective institutional clients and consultants- Enhance existing client relationships with proactive outreach specific to strategy performance, portfolio positioning, new products, team and firm organizational changes- Assist with new product development by leading competitive analysis and strategy positioning, along with setting investing guidelines and pricing

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  Black Creek Group

  • Denver, CO

  • Vice President - Product Management

    • 2013 - 2018
    • Denver, CO

    - Formulated and implemented marketing and business development strategy for the distribution of a $2.1B private equity real estate fund into the institutional, RIA, retirement and adviser distribution channels.- Worked closely with distribution, legal, marketing, finance and investment teams in the execution of strategic initiatives to increase assets under management across multiple products and distribution channels. - Partnered with portfolio management, sales and marketing in the development of foundational strategic product collateral materials and campaigns.- Provided product expertise to internal and external sales professionals in new business development opportunities.

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  RS Investments

  • San Francisco, CA

  • Head of Product Management

    • 2008 - 2013
    • San Francisco, CA

    - Developed, implemented, and led product management team responsible for 40 institutional and retail fixed income, equity and alternative strategies representing over $25 billion of assets under management.- Provided client portfolio management expertise in new business opportunities and due diligence presentations. closely with Board of Directors and Executive Sales Leaders in the development and execution of RS’ advisor and institutional product and distribution strategies which increased assets under management from $12B to $25B.- Partnered with investment and distribution teams in the launch of three new fixed income and two new equity strategies.- Worked across sales channels including institutional, 401(k), RIA and adviser on specific asset and product growth initiatives.

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  Janus Capital Group

  • Denver, CO

  • Vice President - Product Management

    • 2003 - 2008
    • Denver, CO

    - Responsible for the marketing strategy, positioning and promotion of over $48 billion in active and passive fixed-income, equity and international investment strategies including: $39.6 billion in mutual funds, $2.1 billion in offshore mutual funds, $3.2 billion in sub-advised and separate accounts, and $3.8 billion in variable annuities.- Worked across distribution channels (institutional, RIA, retirement, international and adviser) on specific product marketing initiatives including: strategic campaigns, sales conferences and analyst meetings.- Represented products in new business opportunities and due diligence presentations.- Partnered with multiple areas across the organization in the new product development process from idea generation through product launch.- Developed product themes based on current market conditions to aid in new product sales and asset retention.- Worked closely on new product and distribution strategic initiatives with senior management, sales, marketing communications, legal and public relations departments, as well as sales and marketing colleagues in Europe and Asia.

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  INVESCO Funds Group

  • Denver, CO

  • Associate Partner - Product Management/Marketing

    • 1996 - 2003
    • Denver, CO

    - Performed ongoing market and product line analysis including the presentation of quarterly marketing and business plans to senior management.- Responsible for the strategy, positioning and marketing of new and existing products with over $7.5 billion in assets under management.- Worked closely with portfolio management, sales, marketing communications, legal, electronic marketing and public relations to ensure accurate communication of product messages.- Acted as a fund spokesperson in sales and due diligence opportunities; presented to investment boards, consultants, fund analysts, brokers, advisors and individual investors.- Responsible for the development of marketing and communication vehicles including: presentations, brochures, newsletters, videos, financial reports and white papers.