Experience

Mellon

• United States
• Investment Management
• 1 - 100 Employee

• Portfolio Manager

  • Jan 2018 - Present



Standish Mellon Asset Management Company

• United States
• Investment Management
• 1 - 100 Employee

• Portfolio Manager

  • Mar 2014 - Present

  I currently manage $13 billion for government and corporate cash for multiple separately managed account strategies.

• Cash Division Credit Strategist

  • Jan 2013 - Mar 2014

  Cash Division Credit Strategist for Standish. Project management role includes coordination of credit analysts and portfolio managers during all phases of investment strategy setting and implementation; repo documentation coordinator; ABCP monitoring and reporting; and Business and Disaster Recovery specialist.



BNY Mellon

• United States
• Financial Services
• 700 & Above Employee

• Senior Trader for Securitized Products

  • Jul 2011 - Dec 2012

  Primary trader for all securitized assets including autos, credit cards, and equipment structured deals; mortgages and TBA's; Agency and non-Agency CMO's. Average monthly trade volume $8 billion.

• Portfolio Manager

  • Jan 2009 - Jun 2011

  Managed initiation and complete investment of firm's first Canadian dollar money market fund.Coordinated wind down of Active Cash investment strategy and transition of futures overlay products.

• Portfolio Manager & Trader

  • Dec 1999 - Dec 2008

  Investment strategy implementation, daily trading and constant guideline adherence of approximately $25 billion of institutional LIBOR -benchmarked strategies. Daily execution of foreign and US equity, currency, treasury and Eurodollar futures overlay.Implementation team member of Charles River Investment Management System transition.



Mellon Financial

• Financial Services
• 100 - 200 Employee

• Assitant Trader

  • Mar 1999 - Nov 1999

  Responsible for all confirmation and trade settlement totaling $25- $50 billion per day. Trade allocation of corporate and securitized trades for senior portfolio managers. Responsible for all confirmation and trade settlement totaling $25- $50 billion per day. Trade allocation of corporate and securitized trades for senior portfolio managers.