Experience

Virtus Partners

• United States
• Financial Services
• 100 - 200 Employee

• Managing Director

  • Apr 2022 - Present

• Senior Director

  • Jan 2020 - Mar 2022

• Director - Hedge Fund Services

  • May 2017 - Jan 2020

• Director

  • Dec 2015 - Apr 2017

• Associate Director

  • Apr 2014 - Nov 2015

  Serve as first point of contact with client, custodians and other counterparties. Responsible for daily reporting deliverables on multiple fixed income portfolios for large global asset manager.Review trading activity and monitor daily compliance tests based on target allocations within each portfolio.Oversee daily cash and position reconciliation process to ensure data reliability. Research and analyze discrepancies in each portfolio’s daily cash flow and trading activity.

• Senior Data Analyst

  • Oct 2013 - Apr 2014



The Citco Group Limited

• Cayman Islands
• Financial Services
• 700 & Above Employee

• Investor Relations Supervisor

  • Jan 2013 - Sep 2013

  Experienced great success with building and maintaining relationships with multiple hedge fund and asset management clients. Streamlined and implemented new procedures for investor relations team.Worked closely with account managers on special projects, including FINRA/SEC regulations, compliance and treasury-related matters. Reconciled monthly fund performance and investor-level activity with fund accounting teams and third parties.Developed expert knowledge of the firm’s proprietary client relationship management software system. Show less

• Senior Investor Relations Associate

  • Jan 2011 - Dec 2012

  Manage client relationships and contribute to the firm’s global investor relations initiatives. First point of contact for queries from investors and clients. Processed transactions and cash movements, including capital calls, investor redemptions and related payments.

• Investor Relations Associate

  • Aug 2009 - Dec 2010



Wipfli Financial Advisors

• United States
• Financial Services
• 1 - 100 Employee

• Client Service Specialist

  • Aug 2007 - Dec 2008

  Responsible for client service of both high net worth individuals and institutional clients. Assisted financial advisors with daily reporting and ad hoc requests. Responsible for client service of both high net worth individuals and institutional clients. Assisted financial advisors with daily reporting and ad hoc requests.