Portfolio Manager

• Oct 2015 - Present

Manager of Portfolio Trading Operations

• Dec 2008 - Apr 2015

Responsible for firm wide trading for client accounts using portfolio trading software and institutional trading platforms. Wrote and maintained policies and procedures for firm wide trading. Member of firm's investment committee. Monitoring portfolio's for rebalancing purposes. Manipulating portfolio, and account data into actionable reports given to President and Vice President. Responsible for firm wide trading for client accounts using portfolio trading software and institutional trading platforms. Wrote and maintained policies and procedures for firm wide trading. Member of firm's investment committee. Monitoring portfolio's for rebalancing purposes. Manipulating portfolio, and account data into actionable reports given to President and Vice President.

Risk Analyst

• Oct 2005 - Nov 2008

Monitored electricity options portfolio using VaR metrics, reporting the results to senior management. Worked across multiple departments within the organization to develop, maintain and apply risk management techniques. Developed databases to monitor and report to senior management about the ongoing creditworthiness of commercial/industrial customer base. Cross trained to perform daily cash management functions for the entire organization and it's subsidiaries. Monitored electricity options portfolio using VaR metrics, reporting the results to senior management. Worked across multiple departments within the organization to develop, maintain and apply risk management techniques. Developed databases to monitor and report to senior management about the ongoing creditworthiness of commercial/industrial customer base. Cross trained to perform daily cash management functions for the entire organization and it's subsidiaries.

Production Manager

• Nov 2004 - Oct 2005

Managed production flow from raw materials to finished product. Delegation of tasks to 20+ associates to ensure the timely completion of orders for customers. Resolving problems that would occur during the production process to avoid delays in shipment of finished goods. Meeting deadlines each shift to meet customer demand. Managed production flow from raw materials to finished product. Delegation of tasks to 20+ associates to ensure the timely completion of orders for customers. Resolving problems that would occur during the production process to avoid delays in shipment of finished goods. Meeting deadlines each shift to meet customer demand.