Summary

• Oversees North America institutional distribution, intermediary distribution, product and marketing

Credentials

• Served as president of Fidelity Institutional Asset Management, with responsibility for the firm's U.S. intermediary and institutional business, including distribution, marketing and client relations
• Tenure at Fidelity also included roles as head of distribution for Fidelity Institutional Asset Management and president of Fidelity Financial Advisor Solutions
• Previously held roles as chief operating officer of the intermediary business, global head of product management and development, and managing director of investment product management at Evergreen Investment Management Company, LLC
• Held investment strategy and product management executive roles at Liberty Funds
• Responsibilities have included intermediary mutual funds, closed-end funds, separately managed accounts, sub-advisory and retirement markets
• Holds the Chartered Financial Analyst® designation

Education

• Received a degree in Finance and Investments from Babson College