Director of Client Success

• Apr 2023 - Present

IMTC is SaaS company that is fundamentally changing the way Asset and Wealth Management firms manage fixed income assets for their clients. Our cloud-based investment management software optimizes portfolios with a speed and accuracy that's never been possible before - leading to improved outcomes and lower costs. Our best-in-class platform provides buy-side investors with analytics and portfolio management solutions spanning the entire investment process—from idea generation to trade allocation and everything in between. IMTC streamlines front-, middle- and back-office functions including portfolio construction and optimization, risk and performance monitoring, compliance and reporting.IMTC’s team of fixed income experts and full-stack engineers design and deploy unparalleled software solutions, servicing investment professionals across the financial spectrum. Show less

Sr. Client Success Manager

• Nov 2018 - Apr 2023

Data & Operations Associate

• Jun 2017 - Nov 2018

Operated, managed, and delivered the systemized logic and processes centered around market data and ensured the outputs were consistent with the investment intent for investment engine. -Drove initiatives to improve the quality, reliability, and efficiency of systems ran and delivered. -Evolved methods used for delivering timely and accurate data through work with Investment Engineers and other members of the team. Operated, managed, and delivered the systemized logic and processes centered around market data and ensured the outputs were consistent with the investment intent for investment engine. -Drove initiatives to improve the quality, reliability, and efficiency of systems ran and delivered. -Evolved methods used for delivering timely and accurate data through work with Investment Engineers and other members of the team.

Jr. Trader / Assistant Portfolio Manager- Associate, Global Investments

• Jun 2014 - Jun 2017

Jr. Trader for both Derivatives (FX & Rates) and Fixed Income (IG & HY). Execute derivatives trades (Collars, Forwards, and Swaptions) -Assisted the Head of FX to help manage the derivatives hedging portfolio (~18bln) and develop the strategy for the program -Managed and developed quantitative and analytic tools to monitor trade statistics as well as markets and risk factors -Spotted and booked all trades -Maintained trade blotters -Worked closely with the Global Head of Trading & Macro Strategy to model macro overlay hedging strategies Show less

Owner & Founder

• Jul 2009 - May 2014

Launched company in spring 2009 to provide lacrosse stringing and dyeing services. -Responsible for managing all aspects of business -Expanded business to cover the east coast down to the Carolinas Launched company in spring 2009 to provide lacrosse stringing and dyeing services. -Responsible for managing all aspects of business -Expanded business to cover the east coast down to the Carolinas

Global Investments Intern

• Jun 2013 - Aug 2013

Rotations in Fixed Income Trading, Credit Analysis, and Investment Strategy -Worked closely with the Global Heads of Trading & Credit, and the US CIO who manage Aflac’s $110bn Investment Portfolio -Experience with Investment Grade Bonds, Credit Analysis, and US Municipals Rotations in Fixed Income Trading, Credit Analysis, and Investment Strategy -Worked closely with the Global Heads of Trading & Credit, and the US CIO who manage Aflac’s $110bn Investment Portfolio -Experience with Investment Grade Bonds, Credit Analysis, and US Municipals

Intern

• May 2012 - Aug 2012

Responsible for Financial Analysis and Cash Flow Projections through Excel Modeling for Commercial and Mixed-use properties. Co-Authored Full Offering Memorandum Preparations for investors such as Goldman Sachs. Responsible for Financial Analysis and Cash Flow Projections through Excel Modeling for Commercial and Mixed-use properties. Co-Authored Full Offering Memorandum Preparations for investors such as Goldman Sachs.