Director - Investment Services & Treasury

• Jan 2023 - Present

Oversee management of the investment portfolio, co-lead the Treasury department, which is responsible for cash management, claim payments, accounts receivable, unclaimed property and all related corporate banking relationships, and head investor relations, marketing and operations of Plan Investment Fund, Inc., a mutual fund exclusively for the Blue Cross and Blue Shield system; Also a part of the team responsible for the Financial Service Solutions segment within BCS, which has total program… Show more Oversee management of the investment portfolio, co-lead the Treasury department, which is responsible for cash management, claim payments, accounts receivable, unclaimed property and all related corporate banking relationships, and head investor relations, marketing and operations of Plan Investment Fund, Inc., a mutual fund exclusively for the Blue Cross and Blue Shield system; Also a part of the team responsible for the Financial Service Solutions segment within BCS, which has total program assets in excess of $17 billion.

Director - Investments and Client Relations

• Mar 2020 - Jan 2023

Manager, Investments & Client Relations

• Mar 2019 - Mar 2020

Investment Manager

• Nov 2015 - Mar 2019

Assistant Treasurer

• Jun 2021 - Present

Responsible for the Fund's budget, preparation of SEC filings, including shareholder reports and prospectus, maintaining internal control over financial reporting and monitoring the calculation and payment of distributions. Responsible for the Fund's budget, preparation of SEC filings, including shareholder reports and prospectus, maintaining internal control over financial reporting and monitoring the calculation and payment of distributions.

Global Market Consultant

• Jan 2013 - Nov 2015

Advise clients how to prioritize and complete outstanding foreign trading account opening and withholding tax documentation in 99 markets worldwide to best suit their current investment strategy.

Investment Manager Relationship Representative

• Sep 2011 - Jan 2013

Function as the primary point of contact for investment managers of clients of the bank on issues ranging from global market information, domestic and global trade settlement and information pertaining to other areas of bank (i.e. foreign exchange and derivative trading).

Securities Processing Technician

• Aug 2010 - Sep 2011

Responsible for the daily input, amending and confirmation of global and domestic trade instructions received from various investment managers.