Wells Capital Management
San Francisco, CA
Product Manager, Marketing
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- 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
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- 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
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- 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
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- 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
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- 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
University of Michigan
Ann Arbor, MI
BS Economics
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CFA Institute
Passed Level I of CFA Exam
codecademy.com
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coursera.org
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