Municipal Executive with extended experience in retirement products, investments and distribution. Currently responsible for the City and County of San Francisco's Deferred Compensation Plan (~$3.5 Billion, as of Q1' 2018).
Direct experience with new fund launches, particularly asset allocation funds and marketing campaigns. Subject matter expert on IRAs, de-cumulation, fund of funds and retirement income and investing. Skilled in building business cases that will determine viability of product ideas.
Strong relationship management skills and ability to foster collaboration. High-caliber presentation, engagement, and closing skills. Interested in large established organizations with strong ethics.