Willo Watson
Senior Manager, Portfolio Manager @Bmo Nesbitt Burns
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WORK HISTORY
Senior Manager, Portfolio Manager @Bmo Nesbitt Burns
Supervising Portfolio Manager for SMA, UMA and Advisor Managed PlatformsPart of team that developed first bank sponsored Robo Advisor. Continue to oversee the investment strategy for SmartfolioLed multiple manager searches, redesigned quarterly review methodology and introduced new qualitative and quantitative review processesBuilt strong advisor support culture within team and developed strong advisor relationshipsGrew Architect UMA in excess of 17% year over year since taking over program managementRelaunched our internal managed asset program including new strategies, new pricing schedules, marketing and sales campaignsManage 15 Portfolio Solutions comprised of SMA strategies, Mutual Funds and ETFsWorked through back office system conversion while continuing to deliver on new strategies and initiative across multiple strategiesLed product rationalization and gap analyses resulting in streamlined product offering comprised of high conviction strategiesRealigned consultant relationships resulting in bringing a number of processes in house and subsequent annual savings
ABOUT WILLO WATSON
A senior executive with 28 years experience in the financial services industry, focusing on portfolio management and product development. Highly skilled at manager search and selection and the creation of unique investment strategies. A honed business development manager. Areas of expertise: Asset Allocation, Manager research, Client and Executive management presentations, Product development, Marketing and sales, Mutual fund operations and regulatory oversight, Performance Analysis
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