Bobbi is a seasoned financial professional with extensive experience in institutional sales and asset management. She currently leads the Institutional Sales team at Simplify, where she focuses on distributing investment strategies in ETF and SMA wrappers to a diverse range of institutional investors, including consultants, corporations, pension plans, and family offices.
She began her career at Goldman Sachs as a risk manager, specializing in OTC FX and interest rate instruments within the interbank channel. She later transitioned to the firm’s asset management division, where she played a key role in institutional sales, overseeing $30 billion in AUM on behalf of Goldman Sachs' institutional clients.
Following her tenure at Goldman Sachs, Bobbi pursued an MBA in New Zealand and joined a fast-growing startup TAMP as a Business Development Manager, working closely with financial advisors to drive growth and engagement.
She holds an MBA from the University of Canterbury, a bachelor's degree from International Business School, and is a CFA and CAIA Charterholder. Outside of work, Bobbi enjoys exploring the outdoors in Utah with her husband and two sons.