Experience

DoubleLine

• United States
• Financial Services
• 100 - 200 Employee

• Credit Analyst

  • Jul 2022 - Present

  United States



Union Bank

• United States
• Banking
• 700 & Above Employee

• Fixed Income Portfolio Manager and Research Analyst

  • Jan 2021 - Jun 2022

  Highmark Capital Management Institutional IG and ABS bond credit research and portfolio management.



Capital Group

• United States
• Financial Services
• 700 & Above Employee

• Credit Analyst

  • Dec 2017 - Jan 2021

  - Research analyst for prime and government money market funds covering investment decisions on the following sectors: banks, insurance companies, GSEs, and asset backed paper - Conducts macro-economic research evaluating monetary conditions globally to include US/EU/Southwest Asia inter-bank funding, yield curves, CP/LIBOR/SOFR/OIS/ED/FF relative valuations - Selects issuers for investment via extensive credit research, detailed financial modeling, and scenario analysis - Works with… Show more - Research analyst for prime and government money market funds covering investment decisions on the following sectors: banks, insurance companies, GSEs, and asset backed paper - Conducts macro-economic research evaluating monetary conditions globally to include US/EU/Southwest Asia inter-bank funding, yield curves, CP/LIBOR/SOFR/OIS/ED/FF relative valuations - Selects issuers for investment via extensive credit research, detailed financial modeling, and scenario analysis - Works with traders and portfolio managers to help ensure our funds are able to appropriately invest cash and manage exposure

• Fixed Income Analyst, Portfolio Analysis Group

  • Nov 2016 - May 2018

  Los Angeles - Assisted fixed income portfolio managers in execution of curve, duration, and credit strategies via portfolio modeling and trading using swaps, futures, and FX - Oversaw large scale cash flows and portfolio re-balancing for portfolio managers; generated trades and coordinated execution with traders - Conducted ratio, spread, and correlation studies for the U.S. tax exempt and taxable yield curves to help launch municipal SMA strategies for the firm - Day to day portfolio… Show more - Assisted fixed income portfolio managers in execution of curve, duration, and credit strategies via portfolio modeling and trading using swaps, futures, and FX - Oversaw large scale cash flows and portfolio re-balancing for portfolio managers; generated trades and coordinated execution with traders - Conducted ratio, spread, and correlation studies for the U.S. tax exempt and taxable yield curves to help launch municipal SMA strategies for the firm - Day to day portfolio construction and monitoring covering $30 billion of private client fixed income assets and selected institutional accounts; point person to coordinate issues between trading, operations, clients, legal, and compliance

• Fixed Income Portfolio Compliance Analyst

  • Apr 2015 - Oct 2016

  Los Angeles, California - Monitored $200B worth of fixed income portfolios ensuring that portfolios conformed with guidelines related to sector allocation, duration and credit risk, benchmark tracking, and risk management limits. - Coordinated between investment group and legal to help streamline Emerging Market purchase guidelines - Performed troubleshooting on coding that allowed increased application of derivatives across fixed income funds. - Applied expertise in fixed income portfolio guidelines… Show more - Monitored $200B worth of fixed income portfolios ensuring that portfolios conformed with guidelines related to sector allocation, duration and credit risk, benchmark tracking, and risk management limits. - Coordinated between investment group and legal to help streamline Emerging Market purchase guidelines - Performed troubleshooting on coding that allowed increased application of derivatives across fixed income funds. - Applied expertise in fixed income portfolio guidelines and analytics on a daily basis to maximize ability of portfolio managers to execute on investment convictions



City National Bank

• United States
• Banking
• 700 & Above Employee

• Quantitative Portfolio Analyst, Credit Portfolio Risk

  • Jun 2014 - Apr 2015

  - Portfolio analyst for a $12 billion loan portfolio; conducted on-going monitoring and quantitative modeling of credit risk and macro-economic conditions - Developed hypothesis testing and statistical studies related to interest rates as well as equity, fixed income, and credit market conditions; designed and tested various regression models of asset price behavior - Redesigned bank's qualitative reserve methodology and helped implement new qualitative reserve model; assisted with… Show more - Portfolio analyst for a $12 billion loan portfolio; conducted on-going monitoring and quantitative modeling of credit risk and macro-economic conditions - Developed hypothesis testing and statistical studies related to interest rates as well as equity, fixed income, and credit market conditions; designed and tested various regression models of asset price behavior - Redesigned bank's qualitative reserve methodology and helped implement new qualitative reserve model; assisted with reporting of bank's Allowance for Loan Lease Loss reporting - Used Excel for large scale data manipulation, multiple variable regression analysis, varied types of discounted cash flow analysis, construction of time series financial statements, company valuation models, and troubleshooting of VBA macros - Skilled at written and verbal communication of complex ideas, experienced with Microsoft Word and PowerPoint - Proficient use of Statstica analysis software, RiskMetrics Credit Manager modeling software, BRIO Data Analysis software, and Microsoft Access Show less



Values and Valuation Research Website

• Founder

  • Jul 2013 - Apr 2015

  www.valuesandvaluation.com Dedicated to exploring and freely sharing quantitative investing strategies for the retail investor. Designed and back-tested basic investment algorithms and trading systems. Publishes quantitatively selected equity portfolios and market risk models as a basis for shared research. Stopped publicly sharing of research to comply with current employment.



Military

• Military

  • May 2005 - Jun 2014

  Midwest, West Coast, Southwest Asia - 2014 Commanded detachment winning the regional detachment of the year - 2013 Commanded detachment that was the runner-up for regional detachment of the year for CI efforts - 2012 Deployed to Afghanistan; coordinated multi-national teams related to counter threat - 2010 Criminal Investigator Training Program, Federal Law Enforcement Training Center: received Director’s Award for Leadership - 2010 Basic Special Investigations Course, U.S. Air Force Special Investigations Academy:… Show more - 2014 Commanded detachment winning the regional detachment of the year - 2013 Commanded detachment that was the runner-up for regional detachment of the year for CI efforts - 2012 Deployed to Afghanistan; coordinated multi-national teams related to counter threat - 2010 Criminal Investigator Training Program, Federal Law Enforcement Training Center: received Director’s Award for Leadership - 2010 Basic Special Investigations Course, U.S. Air Force Special Investigations Academy: Distinguished Graduate and Honor Detachment Commander - 2010 Air Force Office of Special Investigations (AFOSI) Region 8 Company Grade Officer of the Year - 2009 Force Support Squadron, Company Grade Officer of the Year - 2008: Deployed to Afghanistan, engaged with Afghan governers and provincial government in eastern Afghanistan to help coordinate development and counter threat initiatives - 2007 Support Person of the Year 343’d Reconnaissance Squadron - 2007 Air and Space Basic Course Exceptional Performer and Outstanding Contributor Show less