New York, New York, United States
With over 20 years of experience spanning both the Asset Management and Enterprise Data Management spaces, I have built and maintained quality senior relationships within global asset management firms, plan sponsors, fund administration/outsourcing providers, and third party application vendors. I am focused on the implementation and improvement of data aggregation and information distribution platforms that empower firms to more effectively service their customers. My goal is to be a trusted adviser to my clients, helping financial services firms understand and leverage technology platforms to more readily adapt to shifting market demands, regulatory changes, and increasing demands for investor transparency . As Product Manager for S&P Enterprise Data Management, I work with a global team of subject matter experts and business analysts who are charged with both implementing EDM’s strategic road map and the development of new vertical solutions that support S&P vertical solutions for public markets, private equity, and credit platforms Prior to joining the Product Management team at IHS Markit, I served as the Head of Solutions Engineering team working with Sales on new business initiatives. Specialties: - Business Development - Middle Office Operations - Data Modeling - Client Reporting - Enterprise Data Management - Workflow & Process Management - Investment Risk & Performance - Technology Platform Analysis
Managing outreach to clients, industry thought leaders, technology partners to ensure and confirm that strategic initiatives managed by product teams align to financial services community. Developing new partnerships that enhance Gresham's abilities to deliver new capabilities and service to clients that maintain our position as leader in financial technology.
EDM is a global provider of information management, reporting and distribution solutions to the securities and asset management industries. Our end-to-end suite of data warehouse, data governance, reporting, web publishing, print ready and mobile capabilities enable us to rapidly deploy business critical solutions that are driving how firms excel to meet market demand and attract new clients.
Provide technical and subject matter expertise to support product evaluations and sales cycle.