Investment Product Development & Management Expert
I am an investment product developer and product manager currently seeking new opportunities. My specialty is turning ivory tower concepts into viable real-world solutions, with extensive expertise in integrating different types of investments and guarantees for qualified retirement plans. I hold several patents and have developed specialized and customized solutions for America’s largest retirement plan sponsors. I also have been an expert resource to intermediaries, regulators, legislators and the financial press. My strengths include simplifying complex concepts, leading cross-functional teams in finding reasonable and actionable solutions to difficult challenges, and maintaining both high integrity and a healthy sense of humor in stressful situations.