Experience

Aperio

• United States
• Investment Management
• 1 - 100 Employee

• Associate Portfolio Manager

  • Oct 2019 - Apr 2022

  Sausalito, United States



FactSet

• United States
• Financial Services
• 700 & Above Employee

• Senior ETF Analyst/Product Development Analyst, ETFs

  • Apr 2015 - Sep 2019

  San Francisco Bay Area



etf.com

• United States
• Financial Services
• 1 - 100 Employee

• Junior ETF Specialist

  • Oct 2013 - Mar 2015



Lockheed Martin

• United States
• Defense and Space Manufacturing
• 700 & Above Employee

• Associate Cost Proposal Analyst

  • May 2006 - Sep 2011

  San Francisco Bay Area Evaluation for final year of work received "High Contributor" given to a small percentage of Lockheed Martin Employees Received 7 Special Recognition Awards over the period worked. Was solely responsible for calculating the estimated costs and accuracy of financial reports pertaining to each proposal. Organized and coordinated with teammates across many functions and seniority levels to complete a proposed cost estimate of a quality to compete for both government and commercial… Show more Evaluation for final year of work received "High Contributor" given to a small percentage of Lockheed Martin Employees Received 7 Special Recognition Awards over the period worked. Was solely responsible for calculating the estimated costs and accuracy of financial reports pertaining to each proposal. Organized and coordinated with teammates across many functions and seniority levels to complete a proposed cost estimate of a quality to compete for both government and commercial contracts, ranging from a few thousand dollars to several million dollars each. Completed approximately 100 cost proposals annually. Was solely responsible for providing the documentation to support the justification of estimated costs of financial reports pertaining to each proposal. Typically worked multiple proposals simultaneously with competing deadlines. Show less



Washington Mutual Corporation

• Pricing Coordinator

  • Aug 2005 - Apr 2006

  Calculated interest rates for mortgage applicants. Coordinated with mortgage brokers to ensure that strict deadlines were met on a daily basis. Worked in an environment where attention to detail was a must. Reported to the branch manager every day with a summary of major changes of rates.