Experience

Columbia Insurance Group

• United States
• Insurance
• 100 - 200 Employee

• Investment Manager

  • Apr 2016 - Present

  Columbia, Missouri Area Responsible for company-wide asset/investment management,including the formulation of investment policy, asset allocation strategy, portfolio management, performance measurement and regulatory compliance. Duties also include daily cash management for all companies, real estate management for Home and Branch offices. Responsible for coordinating enterprise risk management process, including the assessment, review and reporting of current and developing risks.



University of Missouri-Columbia

• United States
• Higher Education
• 700 & Above Employee

• Adjunct Faculty

  • Aug 2017 - Present

  Columbia MO Adjunct Faculty teaching Finance 8350 & 52 - Financial Statement Analysis I & II, Finance 8450 - Ethics, & Accountancy 4356 - Financial Accounting Concepts.



CPS HR Consulting

• United States
• Human Resources Services
• 100 - 200 Employee

• Senior Practice Leader

  • 2012 - Aug 2015

  Sacramento & Washington D.C. Metro Area Responsible for the firm's Federal, Local and Emerging Markets consulting practice, including executive oversight, contract management, and client relations.

• Chief Financial Officer

  • 2009 - 2012

  Responsible for the overall accounting,contract compliance, and information technology of the company, including month-end close, federal cost accounting compliance, investment reporting and regulatory and risk compliance.



Olira Inc

• Principal

  • Apr 2005 - Feb 2009

  Responsible for all operations, marketing, and investments, including two privately held operating companies. Other investments include commodities, limited partnerships, public equities, and fixed income securities.



Principal Asset Management

• United States
• Investment Management
• 700 & Above Employee

• Chief Financial Officer

  • Nov 1998 - Mar 2005

  Managed the overall accounting and finance functions of the company, including SEC and financial reporting, investment accounting and regulatory and risk compliance. Developed firm’s internal financial reporting, budgeting, treasury and compliance function in conjunction with formation of company in January 1999. Managed multifunctional staff of over 100. Matrix reporting structure included financial and accounting staff in Europe, Australia, and Asia. Served as Board Member of wholly and… Show more Managed the overall accounting and finance functions of the company, including SEC and financial reporting, investment accounting and regulatory and risk compliance. Developed firm’s internal financial reporting, budgeting, treasury and compliance function in conjunction with formation of company in January 1999. Managed multifunctional staff of over 100. Matrix reporting structure included financial and accounting staff in Europe, Australia, and Asia. Served as Board Member of wholly and majority-owned domestic and international investment and operating subsidiaries, conducting operational and performance reviews. Reviewed audit findings, consulted with management and facilitated liaison with regulators. Show less



DeMarche Associates

• Consultant

  • Apr 1997 - Nov 1998

  Responsible for investment consulting assignments to clients with assets ranging from $20 million to $750 million. Found over $90,000 in savings for a prospective client through review of master custodian invoices. Performed over 36 investment manager performance review and searches. Regularly dealt with client board members and trustees of retirement plans regarding investment performance, investment trends, and asset allocation. Directed firm’s Information Technology department. Migrated… Show more Responsible for investment consulting assignments to clients with assets ranging from $20 million to $750 million. Found over $90,000 in savings for a prospective client through review of master custodian invoices. Performed over 36 investment manager performance review and searches. Regularly dealt with client board members and trustees of retirement plans regarding investment performance, investment trends, and asset allocation. Directed firm’s Information Technology department. Migrated technology platform from mid-frame IBM to client-server environment. Developed extensive reporting packages to take advantage of new system capabilities. Reduced reporting turnaround times. Served as Asset Director for Real Estate, responsibilities included meeting with Real Estate managers and preparing profiles of industry trends. Show less



Boatmen's Trust

• VP

  • 1989 - 1997

  Managed all internal financial functions of pension & institutional division producing over $68 million in annual revenue. Directed staff of 20.