At Rydex|SGIAs managing director, portfolio strategist for the firms asset allocation and\r\ntarget beta fund line-up, Carl provides strategic guidance with respect to product management, new business development and product-line profitability within the institutional marketplace. In this role, Carl is responsible\r\nfor developing, marketing and positioning the firms asset allocation and\r\ntarget beta fund line up, as well as training key sales personnel on the use\r\nof the funds.\r\nWith more than 17 years of experience in the financial services industry,\r\nCarl is frequently called upon to provide industry expertise on the topics\r\nof asset allocation, ETF investment strategies and marketing and distribution\r\nstrategy.BACKGROUNDPrior to this role, Carl served as National Sales Manager of ETF and\r\nInstitutional sales, where he was responsible for managing ETF distribution resources throughout the firm. Carl began his career as a\r\nvariable trust wholesaler, where he managed the sales of variable trust\r\nfunds and variable annuity partnerships. He also worked in a national sales\r\nmanager capacity for specialty sales distribution, managing the sales of the\r\nvariable trust funds available through 401(k)s and managing variable\r\nannuity and 401(k) partnerships.\r\nPrior to joining the firm, he worked in several capacities at Fidelity Investments.\r\nHe received a bachelors degree in business from Austin College\r\nin Texas and an MBA from The University of Dallas and holds FINRA series\r\n6, 7, 24 and 63 licenses.
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Independent and authoritative analysis and perspective for the bond buying industry