Representative Engagements

Engagements-3
  • Chief Financial Officer
  • VP Corporate Development
  • VP Finance; also VP Financial Planning & Analysis
  • VP Corporate Controller; also VP Division Controller
  • Chief Medical Officer; also Medical Directors
  • VP Clinical Operations; also Commercial Operations
  • VP Program Management; also Project Management
  • VP Regulatory Affairs/Compliance; also Scientific Affairs
  • VP Business Development
  • VP Marketing; also Marketing Research
  • Human Resources (Various)
  • Corporate Counsel; also Contracts Attorney
  • Investment Management Group/Team Leaders (Various)
  • Portfolio Managers (Various including: Active, Quant, Index, Equity, Fixed Income, Small, Mid, Large Cap, US, International, EM, Global)
  • Research Analysts (Various by Industry, Sector, & Region)
  • Quantitative (Research, Portfolio Management, & Strategy)
  • Investment Strategists (Equity, Fixed Income, & Quantitative)
  • Economists
  • Client Portfolio Managers
  • Risk Managers (Investment & Operational)
  • Information Technology Leaders
  • Mutual Fund Marketing; also Digital Marketing
  • Institutional Sales; also Institutional Marketing
  • Private Equity Portfolio Companies (Various C-Suite / Leadership Roles)
  • G & A (Various Leadership Roles in Finance, Human Resources, IT, & Legal)
  • Attorneys (Various)
  • Investment Management Group/Team Leaders (Various)
  • Investment Strategists (Equity, Fixed Income, & Quantitative)
  • Economists
  • Portfolio Managers (Active, Index; Equity, Fixed Income, Multi-Asset, Small, Mid, Large Cap, US, International, EM, Global)
  • Quantitative (Various in Research, Portfolio Management, & Strategy)
  • Client Portfolio Managers
  • Research Analysts (Various by Industry, Sector, & Region)
  • Risk Management (Investment & Operational)
  • Information Technology Leaders
  • Private Equity (Various C-Suite / Leadership Roles)
  • Research Analysts (Various by Industry, Asset Class, & Region)
  • Senior Quantitative Fixed Income Strategist / Researcher
  • Senior Investment Analyst – Quantitative Fixed Income Research
  • Senior Taxable Credit Analyst – Fixed Income
  • Liquid Markets Analyst
  • Quantitative Research Analyst – Risk Management & Strategy Analysis
  • Senior Quantitative Equity Researcher
  • Healthcare Analyst
  • Semiconductor Analyst
  • Industrial Bond Analyst
  • Insurance Analysts
  • MBS / ABS Analysts
  • International Bond Analyst
  • Value Industry Analysts
  • High Yield Analyst
  • Quantitative Risk Manager
  • Technology Research Team Leader
  • Fixed Income & Equity Bank Analysts
  • Economist
  • Senior Vice President, Mutual Fund Product Marketing
  • Vice President, Defined Contribution Sales
  • Vice President, Institutional Sales & Marketing
  • Managing Director, Retail Marketing
  • Director of Digital Marketing
  • Director, Institutional Client Services
  • Defined Contribution Plan Services
  • Head of North American Sales
  • VP Business Development
  • VP Marketing; also Marketing Research
  • Director of Marketing
  • VP Human Resources
  • VP Human Resources – Europe
  • Director Human Resources
  • Division Director Human Resources
  • Director Compensation
  • Director Benefits
  • Human Resource Business Partner
  • Senior Human Resource Manager