Experience

Brean Capital, LLC

• United States
• Financial Services
• 100 - 200 Employee

• Managing Director of FIG Strategy

  • Nov 2021 - Present



BBVA

• Spain
• Banking
• 700 & Above Employee

• Sr. Enterprise Testing Specialist

  • Aug 2020 - Oct 2021



FIMAC Solutions

• Financial Services
• 1 - 100 Employee

• Managing Director, Research and Strategies

  • Apr 2018 - May 2019



Fifth Third Securities

• Financial Services
• 700 & Above Employee

• Director, Fixed Income Strategy

  • Feb 2016 - Feb 2018

  Lead architect in building out a new analytical platform (to support our Fixed Income Sales Team) that provides detailed investment portfolio reporting and swap/trade analysis. Responsible for providing ongoing analysis and balance sheet strategies to financial institutions and portfolio managers nationwide, relative value strategies as well as assisting sales in the fostering of new and existing relationships. Securities and investments offered through Fifth Third Securities, Inc.; a registered broker- dealer member FINRA (www.finra.org)/SIPC(www.sipc.org), a wholly owned subsidiary of Fifth Third Bank. Content listed on this profile is for general purposes only and is not a recommendation or an offer to buy or sell any security. Third party posts found on this profile do not reflect the views of Fifth Third Securities, Inc. and have not been reviewed by Fifth Third Securities, Inc. as to the accuracy or completeness. Posts on this website made by the above referenced individual and any responses/comments to these posts will be monitored and retained in accordance with FINRA and/or SEC Rules.



Turner Insurance & Bonding

• United States
• Insurance
• 1 - 100 Employee

• Captive Advisor

  • Sep 2014 - Jul 2016

  My responsibilities included advising and servicing clients on their risk management needs. I specialized in the areas of medical malpractice and construction/contractor group captives. My responsibilities included advising and servicing clients on their risk management needs. I specialized in the areas of medical malpractice and construction/contractor group captives.



State Farm

• United States
• Insurance
• 700 & Above Employee

• Agency Intern/Owner/Operator

  • Jul 2013 - Jul 2014

  Completed new agent training and opened and operated my own agency. Completed new agent training and opened and operated my own agency.



Cantor Fitzgerald

• United States
• Financial Services
• 700 & Above Employee

• Senior Vice President

  • Jul 2011 - Jun 2013

  Fixed Income Sales Fixed Income Sales



Sandler O'Neill + Partners, L.P.

• United States
• Investment Banking
• 1 - 100 Employee

• Associate Director

  • Apr 2010 - Jul 2011

  Fixed Income Sales Fixed Income Sales



Sterne Agee

• United States
• Financial Services
• 100 - 200 Employee

• Director of Fixed Income Research and Analytics

  • Oct 2005 - Feb 2010



Colonial Bank

• United States
• Banking
• 400 - 500 Employee

• VP, Investment Portfolio Manager

  • 2001 - 2005



Regions Bank

• United States
• Banking
• 700 & Above Employee

• VP, Secondary Marketing Risk Manager, Regions Mortgage

  • Feb 1999 - Jun 2001



Regions Bank

• United States
• Banking
• 700 & Above Employee

• Investment Officer, AmSouth

  • Apr 1996 - Jun 1997



BBVA in the USA

• United States
• Banking
• 700 & Above Employee

• Asset/Liability Analyst, Compass Bank

  • Oct 1994 - Apr 1996

• Senior Auditor, Central Bank Correspondent Services

  • Aug 1992 - Oct 1994