Experience

Chi-Rho Financial LLC

• United States
• Investment Management
• 1 - 100 Employee

• Director of Operational Due Diligence

  • Aug 2021 - Present



LCG Associates, Inc.

• United States
• Financial Services
• 1 - 100 Employee

• Director of Operational Due Diligence

  • Jun 2016 - Aug 2021



Bay Point Advisors

• United States
• Financial Services
• 1 - 100 Employee

• Partner, Director of Investor Relations

  • 2012 - May 2016



Citadel

• United States
• Financial Services
• 700 & Above Employee

• Senior Portfolio Specialist

  • 2010 - 2011

  CITADEL ASSET MANAGEMENT New York, New York 2010 - 2011 Senior Portfolio Specialist, Fixed Income • Leader on team for new line of business • Guided development of tools and software to create traditional fixed income platform • Acquired deep understanding of resident alternative fixed income strategies • Performed extensive market analysis to enable product development • Integral to product development and strategic positioning resulting in over 100 meetings • Led effort to develop GIPS compliance for performance reporting • Created client report template for new strategies • Conducted consultant due diligence and plan sponsor meetin Show less



NN Investment Partners

• Netherlands
• Financial Services
• 700 & Above Employee

• Senior Portfolio Specialist

  • 2003 - 2009

  Senior Portfolio Specialist, Fixed Income $40 billion asset manager • Champion for fixed income products • Strong and effective liaison between the investment team and other internal and external audiences • Key point of contact within the organization in the role of product expert and product advocate • Leader in product development and positioning • Educate the sales teams across all distribution channels • Integral member of portfolio management team • Participate in investment strategy meetings • Knowledgeable about all fixed income products’ investment strategies, processes, and performance • Represent portfolio managers • Lead over 200 due diligence meetings • Win new business through final presentations ($75MM and under) • Conduct client review meetings Chief of Staff, Fixed Income • Development of strategic business plans and oversight of group business operations • Conduct talent review of fixed income personnel with the head of fixed income and human resources • Coordinate recruiting effort including the development and assignment of specific questions • Lead staff meetings to review weekly activity, status of projects and upcoming task assignments • Develop communication structure for group progress toward performance goals and future strategic initiatives • Manage budget process and coordinate updates with accounting Portfolio Specialist, Fixed Income Start-up fixed income asset manager • Develop marketing strategy and tools for start-up fixed income asset manager • Write process descriptions • Create RFP answer database • Develop presentations • Develop roles and responsibilities of portfolio specialist function • Conduct consultant meetings to introduce ING team and process • Determine due diligence meeting model and roles for asset managers Show less



EARNEST Partners

• United States
• Investment Management
• 1 - 100 Employee

• Investment Marketing

  • 2002 - 2003

  • Primary point of contact for consultants and clients • Responsible for marketing of equity and fixed income strategies to multiple channels • Primary point of contact for consultants and clients • Responsible for marketing of equity and fixed income strategies to multiple channels



Wells Fargo

• United States
• Financial Services
• 700 & Above Employee

• Portfolio Strategist

  • 2001 - 2002

  • Consulted plan sponsors regarding defined contribution investment options • Prepared and presented periodic updates and recommended changes • Consulted plan sponsors regarding defined contribution investment options • Prepared and presented periodic updates and recommended changes



Arthur Andersen Institutional Investment Consulting

• Investment Consultant

  • 1999 - 2001

  • Developed and managed investment advisory relationships including preparing investment policy statements, determining client asset allocations, and selecting managers • Developed and managed investment advisory relationships including preparing investment policy statements, determining client asset allocations, and selecting managers



Goldman Sachs

• United States
• Financial Services
• 700 & Above Employee

• Financial Analyst

  • 1996 - 1998

  • Developed investment strategies and created presentations for Private Client Services • Prepared and delivered quarterly performance reports to Investment Advisory clients • Responsible for secondary analysis of high yield, REIT, and MLP sectors for high net worth client portfolios • Developed investment strategies and created presentations for Private Client Services • Prepared and delivered quarterly performance reports to Investment Advisory clients • Responsible for secondary analysis of high yield, REIT, and MLP sectors for high net worth client portfolios