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Fort Washington Investment Advisors, Inc. (8 months)
| • |
Led the implementation of a new fixed income commingled fund product, which incorporated non-traditional
investments, including derivatives, foreign currency, total return swaps, and levered trades, in order to
generate excess return for client portfolios.
|
| • |
Worked across the organization and cross-functionally to coordinate resources, identify system/process
improvements, resolve issues, and acquire all necessary approvals in order to fully execute the product
launch according to plan.
|
| • |
Conducted a feasibility analysis on the Institutional Money Market Fund industry in order to determine
whether or not Fort Washington Investment Advisors should further invest in this segment of its fixed
income product portfolio.
|
Touchstone Investments (7 months)
| • |
Completed a research project that explored the feasibility of increasing investment in the retirement market through the development of a product-led strategy.
|
| • |
Assisted the Senior Vice President of Product Management and Marketing with multiple tasks related to the integration of the newly acquired mutual fund company, Constellation Funds Group.
|
| • |
Prepared recommendations and relevant exhibits for the Touchstone Board of Trustees regarding mergers, new launches, and other material changes to the company’s mutual fund product line-up.
|
Eagle Realty Group, LLC (8 months)
| • |
Supported the new
Assistant Vice President of Commercial Property Management during the
division’s transition and reorganization. |
| • |
Assisted the Acquisition
team with analysis and due diligence for property purchases in conjunction
with the company’s 1031 tax-deferred exchange strategy.
|
| • |
Led the preparation of
Eagle Realty Group’s three-year strategic business plan through a
coordinated effort and review with each department.
|
| • |
Assisted the Structured
Equity department with the evaluation and due diligence of joint venture
equity investments with real estate developers.
|
The Western and Southern Life Insurance Company – Agency Marketing (6 months)
| • |
Researched prospecting/lead generation
best practices in conjunction with a complete evaluation
of Western-Southern Life’s home office and distribution channel
capabilities and past experiences with similar programs.
|
| • |
Developed and presented
a prospecting solution proposal to senior management with the ultimate
goal of achieving successful, consistent, and sustainable prospecting
activity in all distribution channels.
|
| • |
Launched
a cross-functional team to create a detailed pilot implementation plan for a
prospecting solution, which will be critical to ensuring future growth of
annual revenue premium and assets owned and under management, while positively
impacting retention of clients and agents. |
Columbus Life Insurance Company (6 months)
| • |
Performed a thorough analysis and evaluation of Columbus Life
Insurance Company’s field management/distribution business model to
determine its long-term viability.
|
| • |
Presented distribution channel realignment recommendations to the
President and senior team that will ensure a 20 percent annual growth rate in revenue
premiums. |
| • |
Served as a member of the Communications Best Practices/Synergy
Team during the pre-close phase of the Western & Southern MHC/Lafayette Life MIHC merger. |
| • |
Assisted the President
and CEO of Columbus Life Insurance Company in multiple capacities during
the merger process, including the creation of a merger Web site to communicate
appropriate information to relevant constituencies. |
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