Director, National Accounts
Intermediary Business Group
Jill is a Managing Director of State Street Global Advisors and Director of National Accounts for the Intermediary Business Group. IBG is State Street's division dedicated to developing products and services to meet the evolving needs of financial advisors and wealth managers. Jill and her team are responsible for building and managing strategic partnerships with national financial services firms. She is also a member of the senior sales management team and product development committee.
Prior to this role, Jill was a senior marketing manager for State Street Global Advisors Limited in London where she was responsible for distribution of European-based investment products. Before moving to London, Jill was a key member of State Street's team dedicated to the marketing and product development of U.S. mutual funds. She has been with the State Street since 1995. Jill has experience speaking at various industry events on topics ranging from to exchange traded funds to trends in the retirement marketplace.
Jill holds a Bachelor of Science from Westfield State College and a Master of Business Administration from Suffolk University. She has also earned the FINRA series 6, 7, 63 and 24 licenses. In 2010, Jill earned the Certified Private Wealth Advisor (CPWA) designation from the Booth School of Business at the University of Chicago.