Experience

University of North Texas G. Brint Ryan College of Business

• United States
• Higher Education
• 1 - 100 Employee

• Assistant Professor of Finance

  • Aug 2021 - Present



West Coast Trust

• Investment Analyst III, AVP

  • Feb 2015 - Jul 2015

  - Due to exceptional work performance, research skills, and leadership promoted to Analyst III and Assistant Vice President, taking on central role in investment strategy development and execution - Leading internal research efforts and management of three separate equity strategies, including position analysis, risk management, evaluation of macroeconomic factors, and allocation decisions- Utilizing quantitative methods to enhance risk management and support asset allocation- Contributing to development of global investment platform including use of alternative investment strategies and development of internal research capabilities Show less

• Investment Analyst II

  • Jun 2014 - Feb 2015

  - Promoted to Analyst II and Officer, assuming greater responsibility for internally generated research, product offerings, and decision making based on demonstrated capability and skill set- Contributed to proprietary research efforts by applying quantitative methods and models combined with qualitative analysis to enhance evaluation of investment opportunities- Developed and co-managed US Equity Core and Growth Strategies including assessment of macroeconomic conditions, sector evaluation, allocation decisions, and benchmark analysis- Worked daily with the Director of Investments, assisting in the development, implementation, and expansion of internal capabilities in order to enhance execution of investment strategies Show less

• Investment Analyst I

  • Jun 2013 - Jun 2014

  - Conducting fundamental and quantitative research to find and analyze investment opportunities- Monitoring current investments spanning a variety of sectors and asset classes- Strategically placing trades to optimize the varying strategies of different investment portfolios- Executing fixed income purchases and sales with brokers at multiple investment banks- Developing advanced quantitative models to analyze risk and other relevant investment and economic scenarios- Assisting in the management of separate equity, fixed income and mutual fund portfolios- Generating internal analytics reports in order to improve execution of various investment strategies- Managing business to business relationships with contacts at mutual funds and brokerage firms- Interacting with clients and addressing questions and concerns regarding their portfolios- Conducting qualitative and quantitative research in order to analyze ideas and expectations Show less