Resume

Experience
Wells Capital Management
San Francisco, CA
Product Manager, Marketing
  • Created pitchbooks and other marketing collateral for new and existing investment strategies
  • Worked closely with investment teams to improve marketing messaging
  • Ghost-authored white paper about social investing in emerging markets and edited several others
  • Prepared competitive positioning materials for all Wells Capital investment teams for annual sales meeting
Wells Fargo Funds Management
San Francisco, CA
Product Manager, Product Development Group
  • Led product development for Wells Fargo Collective Funds and Asset Allocation, Municipal Income and Taxable Fixed Income Funds for Wells Fargo Advantage Funds
  • Managed entire product cycle of Wells Fargo Collective Funds by launching 6 new Funds, merging 2 Funds and closing 12 Funds
  • Performed analysis, partnered with other departments within Funds Management Group and provided recommendations to combine mutual fund line-ups during acquisitions of Strong Funds and Evergreen Funds
  • Developed and maintained a database for analysis of fund information utilizing MySQL and PHP
  • Partnered with eBusiness group to improve Fund Fact Sheets, various elements of website, and database back end
  • Developed marketing and sales campaigns
  • Prepared materials to be presented to Wells Fargo Funds Board of Trustees
  • Presented business proposals to Wells Fargo Funds Management Senior Management Team
  • Partnered with Wells Fargo’s Institutional Trust Service Group to increase assets in Target Date Funds by more than 400%
  • Successfully transitioned Outlook Funds to Dow Jones Target Date Funds
  • Provided timely fund positioning ideas and competitive analysis related to Asset Allocation Funds on weekly Wholesaler call
  • Explained the quantitative models developed by Wells Capital Management and utilized by certain Wells Fargo Advantage Funds
  • Evaluated and recommended funds for inclusion in Wells Fargo Advantage WealthBuilder Portfolios – a Fund of Funds suite
Associate Regional Director, Institutional Sales
  • Analyzed existing portfolios for Institutional Relationship Managers to determine gaps in holdings or opportunities for increased performance and revenue
  • Partnered with Relationship Managers by providing information on products, compensation, and operations
  • Assessed current market conditions in order to develop and implement outbound sales campaigns
  • Disseminated up-to-date information on new mutual funds, marketing materials and sales campaigns to Financial Advisors
Associate Regional Director, Retail Sales
  • Assessed current market conditions in order to develop and implement outbound sales campaigns
  • Collaborated with Regional Directors for Northern California, Minnesota, Texas, New Mexico and Nevada to develop and execute acomprehensive business plan
  • Provided Financial Consultants with detailed fund analysis for use in sales presentations
  • Disseminated up-to-date information on new mutual funds, marketing materials and sales campaigns to Financial Advisors
DWS-Scudder Investments
Chicago, IL
Investment Associate
  • Managed shareholder transactions for accounts over $100,000 as a member of the Preferred Client Management team
  • Provided investment advice and discussed current market conditions with shareholders
  • Explained and distributed investment information to prospective clients
  • Served as a Certified Mentor and Certified Trainer for new employees
  • Met with fund managers monthly to discuss performance and positioning and summarized these meetings in reports posted on the company intranet
  • Initiated a Financial Research and Analysis Team, which tracked prevailing economic conditions and top fund holdings for the purpose of internal dissemination
Education
University of Michigan
Ann Arbor, MI
BS Economics
CFA Institute
Passed Level I of CFA Exam

Leave a Reply

Your email address will not be published. Required fields are marked *

You may use these HTML tags and attributes: <a href="" title=""> <abbr title=""> <acronym title=""> <b> <blockquote cite=""> <cite> <code> <del datetime=""> <em> <i> <q cite=""> <strike> <strong>