Senior Executive with 15+ years of investment, strategy and execution experience. A passion to revolutionize America’s retirement system, extensive experience across global capital markets and investors. Acknowledged for driving innovation, while balancing business commercialization objectives. High-caliber presentation, engagement, and closing skills. Demonstrated success in leading cross-functional teams. Strong relationship development and management skills and ability to foster collaboration among internal and external stakeholders.
Commitment to investing and building social enterprises.
Domain Specialities: Defined Contribution & Personal Finance, Hedge Funds, Equity Derivatives -.