INVESTMENT PRODUCT INNOVATION,
MARKETING & MANAGEMENT EXECUTIVE

Driving optimum enterprise performance in complex financial environments leveraging an expertise in aligning markets, strengthening finances, guiding innovative financial offerings and managing global relationships.

Guiding institutional funding and investment-only stable value areas to stellar financial results!


Maximizing enterprise performance within complex financial environments by focusing on:

Market Alignment

Understanding and responding to changing market and regulatory conditions ensuring that product decisions align with overall corporate strategies to deliver innovative solutions for clients and stakeholders while maximizing shareholder value.


Product Innovation

Building on existing product offerings and designing new offerings with a constant reassessment of opportunities for sales growth within established or emerging markets driving operating income and return on equity expansion.


Partnership Management

Establishing and maintaining high-quality relationships with global financial institutions to provide a conduit for product offerings while creating a communication channel for changes that might impact product issuance and investment decisions.


Managing Risk

Collaborating with legal, asset management and other departments to document, complete and support transactions to achieve the highest return on equity at the lowest downside risk throughout the transaction lifecycle.




Efforts have yielded:

  • More than $20 billion of unique product issuance delivering $500 million of operating income over the product lifecycle.
  • Unique liquidity solutions creating $1 billion in enterprise liquidity without disruption of long-term ALM strategies.
  • Liability issuance strategies to enhance aggregate ALM matching across multiple product lines.