Experience

Los Angeles Capital Management LLC

• United States
• Investment Management
• 1 - 100 Employee

• Director, Portfolio Implementation

  • Nov 2023 - Present

  Los Angeles, California, United States

• Director, Risk & Compliance

  • Oct 2012 - Nov 2023

  Los Angeles, California



Vanguard

• United States
• Financial Services
• 700 & Above Employee

• High Net Worth Client Service Specialist

  • Jun 2011 - Sep 2012

  Scottsdale, Arizona • Managed investment needs of high net worth clients ($1,000,000+ in Vanguard portfolio). • Assisted clients with asset consolidation in Vanguard funds. • Provided investment guidance on client portfolios and communicated investment-related information/strategies. • Created detailed analysis of client investment objectives for Vanguard CFP review. • Communicated new investment research from Vanguard IC&R group to clients.



TEAM LEWIS

• United Kingdom
• Advertising Services
• 500 - 600 Employee

• Legal Intern

  • Jun 2010 - Aug 2010

  London, United Kingdom • Analyzed and updated contracts for review by in-house counsel across Europe, Asia, Australia, and USA offices. • Organized over 200 contracts to globally accessed intranet site through SharePoint database. • Reviewed property leases for roughly 40 international offices assuring all terms and effective dates remained within established protocols.