Market Strategist, Investment Manager, Fiduciary Adviser

• Apr 2018 - Present

President & Chief Operating Officer

• Dec 2014 - Apr 2018

Managing Director

• Mar 2011 - Dec 2014

Vice President of Accounting & Finance, CFO

• Mar 2011 - Mar 2015

Treasury Manager

• Nov 2009 - Sep 2010

Head of Treasury and ALM for HSBC Bank in Grand Cayman, Cayman Islands. Head of Treasury and ALM for HSBC Bank in Grand Cayman, Cayman Islands.

Director/Portfolio Manager

• Jun 2001 - Nov 2009

Responsibilities include portfolio management of money market mutual funds and separate accounts, new business development and client service. Senior Portfolio Manager for six taxable money market funds and four separately managed account relationships with assets totaling more than $20 billion. Creative designer of a database tool instrumental to the modeling, management and reporting of the general purpose taxable money market funds. Top new business producer in the Liquidity Group… Show more Responsibilities include portfolio management of money market mutual funds and separate accounts, new business development and client service. Senior Portfolio Manager for six taxable money market funds and four separately managed account relationships with assets totaling more than $20 billion. Creative designer of a database tool instrumental to the modeling, management and reporting of the general purpose taxable money market funds. Top new business producer in the Liquidity Group for three consecutive years with average annual new business production of almost $570,000. Show less Responsibilities include portfolio management of money market mutual funds and separate accounts, new business development and client service. Senior Portfolio Manager for six taxable money market funds and four separately managed account relationships with assets totaling more than $20 billion. Creative designer of a database tool instrumental to the modeling, management and reporting of the general purpose taxable money market funds. Top new business producer in the Liquidity Group… Show more Responsibilities include portfolio management of money market mutual funds and separate accounts, new business development and client service. Senior Portfolio Manager for six taxable money market funds and four separately managed account relationships with assets totaling more than $20 billion. Creative designer of a database tool instrumental to the modeling, management and reporting of the general purpose taxable money market funds. Top new business producer in the Liquidity Group for three consecutive years with average annual new business production of almost $570,000. Show less

Director of Finance

• Feb 1997 - Apr 2001

Leadership responsibility included oversight of Accounting and Budgeting, Treasury, Endowment & Restricted Funds, and financial and tax reporting for multi-campus operations having an annual operating budget of more than $75 million. Leader of accounting system implementation team for campus-wide Oracle database application conversion Spearheaded zero-based budgeting process Re-engineered business processes in the Finance Office Oversight of a $125 million endowment Leadership responsibility included oversight of Accounting and Budgeting, Treasury, Endowment & Restricted Funds, and financial and tax reporting for multi-campus operations having an annual operating budget of more than $75 million. Leader of accounting system implementation team for campus-wide Oracle database application conversion Spearheaded zero-based budgeting process Re-engineered business processes in the Finance Office Oversight of a $125 million endowment

Sr. Accountant

• Dec 1994 - Sep 1996

Responsibilities included accounting, financial reporting and tax reporting for Real Estate Investment Trusts and Limited Partnerships - including SEC filings (10K, 10Q), prospective financial statements for Private Placement Memoranda, and review of partnership agreements, operating agreements & leases. Responsibilities included accounting, financial reporting and tax reporting for Real Estate Investment Trusts and Limited Partnerships - including SEC filings (10K, 10Q), prospective financial statements for Private Placement Memoranda, and review of partnership agreements, operating agreements & leases.

Sr. Associate

• Dec 1987 - Dec 1994

Three and one-half years of auditing experience involving a broad range of industries including Title Insurance, Real Estate Investment Trusts & Limited Partnerships, Hospitals and Universities. Three years (interrupted service) of tax experience, including tax planning and preparation for individuals, partnerships, corporations & S-Corps. Three and one-half years of auditing experience involving a broad range of industries including Title Insurance, Real Estate Investment Trusts & Limited Partnerships, Hospitals and Universities. Three years (interrupted service) of tax experience, including tax planning and preparation for individuals, partnerships, corporations & S-Corps.