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I'm on life's journey. After spending my first 25+ years of adulthood on a certain path, I've realized that what makes me tick and gets me interested have evolved quite a bit. As such, I've taken some time to explore some new industries and areas of interest and I'm excited to engage with people to discuss what they love about what they're doing. Even if you don't have a specific job or role for me, I'd love to add you to the mix of people I'm engaging with during my learning time, so hit me up!
Manager – Global Product Marketing
Franklin Templeton / Rancho Cordova / 2017 - 2020
Managed product marketing team focused on delivering timely and relevant content in support of firm's product lineup, with stated responsibility for institutional channel product marketing efforts.
- Served as primary product marketing contact for US and global institutional channel marketers for cross-departmental efforts related to product initiatives
- Collaborated with channel partners to develop deep understanding of client journey to help increase resonance of product messaging put forth by broader product marketing team
- In addition to managing team, continued as primary product marketer for alternatives product lineup at firm, while facilitating knowledge transfer to larger product marketing team
- Partnered with social and digital teams to formulate content strategy for alternatives space both at a firm capability as well as individual investment strategy level
Manager – Global Product Marketing (Alternatives & Solutions)
Franklin Templeton / Rancho Cordova / 2014 - 2017
Drove content for firm's expansion of capabilities in alternative investing.
- Primary developer of go-to-market messaging strategy for new retail product launches in hedge strategy space, with asset growth of over $2 billion while primary product marketer for the strategies
- As part of launch process, managed complex projects related to entry into new market space, while acting as primary product marketing liaison as part of cross-functional teams
- Managed team responsible for coverage of private and listed real estate strategies, working closely with portfolio team to deliver highly customized presentation content.
Manager – Global Product Marketing (Alternatives & Solutions)
Franklin Templeton / Rancho Cordova / 2014 - 2017
Drove content for firm's expansion of capabilities in alternative investing.
- Primary developer of go-to-market messaging strategy for new retail product launches in hedge strategy space, with asset growth of over $2 billion while primary product marketer for the strategies
- As part of launch process, managed complex projects related to entry into new market space, while acting as primary product marketing liaison as part of cross-functional teams
- Managed team responsible for coverage of private and listed real estate strategies, working closely with portfolio team to deliver highly customized presentation content.
Product Manager
Kelmoore Investment Company / Palo Alto / 2001 - 2006
- Created marketing presentations and collateral to be utilized by retail and institutional sales force
- Created and maintained performance composites according to AIMR and GIPS standards
- Managed information-flow processes necessary for creating and updating request for proposal (RFPs), firm due diligence requests, manager databases and other third-party outlets
- Implemented Checkfree APL platform for client account performance reporting
- Handled various ad hoc requests for performance information
Additional Positions
- Vice-President – Inside Sales; Kelmoore Investment Company / Palo Alto / 2000 - 2001
- Inside Sales Associate; Kelmoore Investment Company / Palo Alto / 2000
- Secondary Defined Portfolio Trading Associate; John Nuveen and Company (now Nuveen Asset Management) / Chicago / 1998 – 2000
- Inside Sales Associate; John Nuveen and Company (now Nuveen Asset Management) / Irvine / 1996 – 1998
- Sales Assistant; John Nuveen and Company (now Nuveen Asset Management) / Chicago / 1995 – 1996
