Experience

Cardinal Wealth Advisors, LLC

• United States
• Financial Services
• 1 - 100 Employee

• Investment Operations Director

  • Sep 2018 - Present



GreenIsle Consulting

• United States
• Financial Services

• Owner

  • 2016 - 2018

  Independent consultant to RIA firms providing operations strategy, guidance, and support. Independent consultant to RIA firms providing operations strategy, guidance, and support.



Vector Wealth Management

• United States
• Financial Services
• 1 - 100 Employee

• Operations Manager

  • 2005 - 2016

  Managed and maintained processes and controls for all data-related operational areas of investment advisory firm. Oversaw efficiency improvements and accuracy of performance measurement, client reporting, cost basis tracking, client billing, IT systems, and compliance monitoring. Led multiple technology integration initiatives across departments. Managed and maintained processes and controls for all data-related operational areas of investment advisory firm. Oversaw efficiency improvements and accuracy of performance measurement, client reporting, cost basis tracking, client billing, IT systems, and compliance monitoring. Led multiple technology integration initiatives across departments.



Laird Norton Wealth Management

• United States
• Financial Services
• 1 - 100 Employee

• Portfolio Reporting Manager

  • 1997 - 2004

  Manager of portfolio reporting team overseeing portfolio accounting system data integrity, performance measurement, billing, and client statement design and production. Manager of portfolio reporting team overseeing portfolio accounting system data integrity, performance measurement, billing, and client statement design and production.