Experience

National Railroad Retirement Investment Trust

• United States
• Investment Management
• 1 - 100 Employee

• Sr. Investment Analyst - Private Equity

  • Jan 2020 - Present

  Buyout, growth equity, venture, and private debt

• Sr. Investment Analyst - Real Assets

  • Oct 2017 - Jan 2020

• Investment Analyst - Real Assets

  • Aug 2016 - Oct 2017

  • Responsible for $2.3 billion in global real assets, which includes investments in public and private real estate, natural resources, and infrastructure.

• Investment Analyst - International Equity

  • Oct 2014 - Jan 2017

  • Responsible for developed markets ex US, emerging markets, frontier markets, international long/short, and currency overlay strategies

• Investment Analyst - US Equity

  • Feb 2014 - Sep 2014

  • Responsible for US large, small, and micro cap strategies.



Fannie Mae

• United States
• Financial Services
• 700 & Above Employee

• Financial Engineer

  • Nov 2009 - Feb 2014

  • Implemented financial applications that facilitate the hedging and pooling of mortgage backed securities and the valuation of guaranteed obligations • Analyzed the reasonableness of financial models (default, loss) • Supervised junior engineers on multiple projects and successfully managed multiple releases • Participated in strategic initiatives, road shows, and program management activities. • Implemented financial applications that facilitate the hedging and pooling of mortgage backed securities and the valuation of guaranteed obligations • Analyzed the reasonableness of financial models (default, loss) • Supervised junior engineers on multiple projects and successfully managed multiple releases • Participated in strategic initiatives, road shows, and program management activities.



The Carlyle Group

• Financial Services
• 700 & Above Employee

• Treasury Analyst

  • May 2007 - Dec 2008

  • Prepared and executed the daily investment plan for a $1 billion investment portfolio of short-term securities • Managed two multibillion-dollar credit facilities and prepared cash flow analysis and projections to evaluate company’s ability to meet operational needs. • Improved treasury operations by resolving the company’s inability to open investment accounts for foreign registered legal entities, increased oversight on wire transfers that cut down turnaround time by 2 days, and saved real estate team $100,000 by spotting incorporation terms that negatively impacted franchise taxes calculations. Show less



EY

• United Kingdom
• IT Services and IT Consulting
• 700 & Above Employee

• Auditor

  • Oct 2005 - May 2007

  • Performed financial statement audits of publicly and privately held companies in biotechnology, technology, media, and non-profit industries. • Conducted walkthroughs, assessed the effectiveness of internal controls, and performed substantive testing of major accounts. • Performed due diligence and post-acquisition agreed upon procedures. • Supervised junior auditors • Performed financial statement audits of publicly and privately held companies in biotechnology, technology, media, and non-profit industries. • Conducted walkthroughs, assessed the effectiveness of internal controls, and performed substantive testing of major accounts. • Performed due diligence and post-acquisition agreed upon procedures. • Supervised junior auditors