Leads the Global Financial Reporting Policy team, coordinating the efforts of the Corporate Disclosure Policy Council and CFA Institute volunteers that reviews and comments on financial reporting policy initiatives worldwide. Serves as a spokesperson for CFA Institute to key financial reporting standard setters including the IASB, FASB, and the U.S. Securities and Exchange Commission.
Presides over the Americas, EMEA and APAC regions and globally leads Society Relations and Institutional outreach. Is responsible for relationship management, representing the voice of the client and delivering on the CFA mission around the world in alignment with local market contexts.
Leads strategic expansion into new markets across the Middle East and North African region. Works closely with regional policymakers, regulators and local member-societies to drive further professionalism of the investment management industry.
Leads global research activities and publications. Works closely with leading investment practitioners, academics and institutional partners to produce research on issues and topics most relevant to the investment industry.
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