Senior Advisor - Product and Marketing @ (May 2015 - August 2017)
Head of Product Strategy, ETFs and Mutual Funds @ (May 2013 - May 2015)
Head of Marketing and Product Strategy @ (March 2006 - August 2012)
Head of Product Strategy and Development @ (June 2002 - March 2006)
Co-founder, Head of Marketing @ (June 2001 - June 2002)
Vice President, Investment Banking @ (January 1998 - December 2001)
Head of Product, Marketing, and Corporate Development @ (January 1990 - December 1998)
William Poulin Education
Fordham Gabelli School of Business
MBA (International Finance)
Keene State College
BS (Management)
University of Oxford
Graduate Study (International Finance / European Economic Community / Common Currency Project €)
William Poulin Skills
Asset Management
Mutual Funds
Mutual Fund Marketing
Institutional Investors
Product Management
Product Development
Product Launch
Product Rationalization
Fund Mergers
Separately Managed Accounts
Variable Annuities
ETFs
UCITS
Hedge Funds
Pricing Strategy
Investment Strategies
Alternative Investments
Equity
Fixed Income
Asset Allocation
Process Improvement
Collateral Production
Sales Presentations
Presenter
Series 24
Series 7
Series 63
Board Relations
Board of Director experience
Cross-functional Team Leadership
Coaching
Thought Leadership
Value-add Marketing
Brand Developement
Advertising Management
Marketing
Brand Development
Equities
Asset Managment
Wealth Management
Strategy
Investment Management
Securities
Investment Banking
Fund Of Funds
Investments
Financial Services
Institutional
Investment Advisory
Sales
Leadership
JavaScript
Separately Managed
C++
Cross Functional Team
Board of Director
Value Add Marketing
Cross Functional Team Leadership
Microsoft Excel
Management
Development
Banking
William Poulin Summary
William Poulin, based in Boston, MA, US, is currently a Managing Partner at Altamira Analytics. William Poulin brings experience from previous roles at The Collingwood Group, LLC, ProShares, Columbia Management and Fidelity Investments. William Poulin holds a MBA in International Finance @ Fordham Gabelli School of Business. With a robust skill set that includes Asset Management, Mutual Funds, Mutual Fund Marketing, Institutional Investors, Product Management and more. William Poulin has 2 emails and 2 mobile phone numbers on RocketReach.
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