Experience

Proprietary Capital

• United States
• Financial Services
• 1 - 100 Employee

• CCO/Head of Portfolio Operations

  • Feb 2023 - Present

  Denver, Colorado, United States

• Head of Portfolio Operations

  • Sep 2020 - Mar 2023

  Denver, Colorado, United States

• Operations Associate

  • Jun 2016 - Sep 2020

  Denver, Colorado Hedge Fund Operations, Middle Office, Collateral Management, Trade Settlements, Fund Accounting



Brown Brothers Harriman

• United States
• Financial Services
• 700 & Above Employee

• Institutional Middle Office Supervisor

  • Jan 2015 - Jun 2016

  Greater Denver Area



Fifth Third Bank

• United States
• Financial Services
• 700 & Above Employee

• Capital Markets Analyst

  • Dec 2011 - Jan 2015

  Cincinnati, Ohio Area CFTC Swap Dealer Portfolio Reconciliation- Reconcile OTC trades using TriOptima according to CFTC and EMIR regulations Collateral Management- Manage all collateral (Cash, Treasury Bonds, Agency MBSs/CMOs) for the bank's Over the Counter derivative trades. Assist in negotiating Credit Support Annex's (CSA) with counterparties. Security maintenance in InTrader bond accounting system. Assist in the implementation of a new Collateral Management System. Institutional… Show more CFTC Swap Dealer Portfolio Reconciliation- Reconcile OTC trades using TriOptima according to CFTC and EMIR regulations Collateral Management- Manage all collateral (Cash, Treasury Bonds, Agency MBSs/CMOs) for the bank's Over the Counter derivative trades. Assist in negotiating Credit Support Annex's (CSA) with counterparties. Security maintenance in InTrader bond accounting system. Assist in the implementation of a new Collateral Management System. Institutional Support Rep - Directly support Institutional brokers in providing financial services to the bank’s largest multi-million dollar clients while specializing in fixed income securities ($6 billion AUM). Utilize NFS Streetscape, FBSI, Cactus, and Bloomberg systems in daily operations. Work directly with National Financial Services, Dreyfus, and Fidelity to complete trades. Provide cost-basis analysis. Tested newest Money Market Portal program (CacheMatrix) and currently helping to perfect beta version. Show less



Wells Fargo Advisors

• United States
• Financial Services
• 700 & Above Employee

• Registered Client Associate

  • Jun 2010 - Dec 2011

  Wooster, OH Sole client associate and financial operations manager for a book of 600 households and totaling over $350 million AUM. Completed Series 7 and 66 licenses. Primarily used Thomson Reuters’ SmartStation in daily operations. Volunteer for Junior Achievement Titan program at Wayne County Career Center. Member of Wooster Rotary Club.