Accomplished financial services professional with noted experience across the full ETF ecosystem (distribution, trading, product development, index construction, marketing, fixed income analytics, and business strategy). Proven ability to develop successful and profitable sales and trading teams, build relationships with global clients and develop and execute on strategic initiatives.
Joined SPDR ETFs as an individual sales contributor and grew the role into a new business unit with end to end responsibilities for $90BN US SPDR Fixed Income franchise. Accountable for US SPDR Fixed Income Annual Net New Revenue and AUM across active and beta funds.
Recruited to establish Institutional, multi asset class client facing ETF Sales and Trading desk
Responsible for overall development of ETF client facing business including achieving revenue targets, hiring a managing a team, daily PNL and client relationships
Responsible for trade execution and risk management for institutional ETF clients. Developed client facing materials and met with clients across our institutional channel to promote our ETF business.