Experience

Community Volunteer

• Education Administration Programs
• 1 - 100 Employee

• Retired

  • Jan 2022 - Present



Okabena Advisors

• United States
• Investment Management

• Managing Director and Sr. Client Relationship Manager

  • Sep 2012 - Dec 2021

  Primary client contact, communicating Okabena Investment Services' investment strategy to tax-exempt and taxable clients while helping clients create investment policies and allocations that will meet their risk appetites and return expectations. Open to describing Okabena Advisors' suite of services and funds to meet accredited investors' needs. Primary client contact, communicating Okabena Investment Services' investment strategy to tax-exempt and taxable clients while helping clients create investment policies and allocations that will meet their risk appetites and return expectations. Open to describing Okabena Advisors' suite of services and funds to meet accredited investors' needs.



Jeffrey Slocum & Associates

• Senior Consultant

  • Jul 2005 - Sep 2012

  Directly responsible for sixteen retainer clients in the endowment, foundation, and healthcare arenas, establishing and implementing an effective investment philosophy, process and policy to meet each organization’s differing risk tolerances and investment return requirements. Directly responsible for sixteen retainer clients in the endowment, foundation, and healthcare arenas, establishing and implementing an effective investment philosophy, process and policy to meet each organization’s differing risk tolerances and investment return requirements.



Valspar

• Chemical Manufacturing
• 700 & Above Employee

• Vice President and Treasurer

  • Apr 1998 - Dec 2004

  Managed cash flow, global debt and cash, bank relations, acquisition financing, foreign exchange, pension investments and capital structure decisions for a $2.4 billion global paint, coatings, composites, and specialty chemical company operating in more than 30 countries with 7,000 employees and 60 plants. As investor relations leader, increased equity analyst coverage from five analysts to twelve, contributing to doubling the average daily share volume. Managed cash flow, global debt and cash, bank relations, acquisition financing, foreign exchange, pension investments and capital structure decisions for a $2.4 billion global paint, coatings, composites, and specialty chemical company operating in more than 30 countries with 7,000 employees and 60 plants. As investor relations leader, increased equity analyst coverage from five analysts to twelve, contributing to doubling the average daily share volume.



Imation

• United States
• IT Services and IT Consulting
• 200 - 300 Employee

• Treasurer

  • Jul 1996 - Apr 1998

  Inaugural treasurer for 3M Company spin-off, arranging initial bank financing, structuring balance sheets for 60 subsidiary companies simultaneously, to create and maintain optimal access to capital markets. Managed global debt and cash, credit and accounts payable collections, foreign exchange and commodity risk management, pension and other retirement investments, corporate stock buyback program, and insurance. Inaugural treasurer for 3M Company spin-off, arranging initial bank financing, structuring balance sheets for 60 subsidiary companies simultaneously, to create and maintain optimal access to capital markets. Managed global debt and cash, credit and accounts payable collections, foreign exchange and commodity risk management, pension and other retirement investments, corporate stock buyback program, and insurance.



3M

• United States
• Industrial Machinery Manufacturing
• 700 & Above Employee

• Manager, Benefit Funds Investments; Manager, Financial Markets; Capital Markets Representative

  • Apr 1983 - Jun 1996

  Managed $6.5 billion of tax-exempt benefit retirement trusts, selecting and supervising investment managers across all asset classes for eight years. Achieved top quartile performance vs. all US large pension plans. Funded corporate balance sheet needs with term debt and commercial paper, including multi-currency bonds and interest rate and currency swaps. Managed $100 million investment arbitrage portfolio. Managed $6.5 billion of tax-exempt benefit retirement trusts, selecting and supervising investment managers across all asset classes for eight years. Achieved top quartile performance vs. all US large pension plans. Funded corporate balance sheet needs with term debt and commercial paper, including multi-currency bonds and interest rate and currency swaps. Managed $100 million investment arbitrage portfolio.



Bendix Corporation

• Southfield, MI

• Treasury analyst

  • 1981 - Apr 1983

  Developed and implemented tax benefit transfer lease program. Managed tax-exempt financings. Developed and implemented tax benefit transfer lease program. Managed tax-exempt financings.



Ford Credit

• United States
• Financial Services
• 700 & Above Employee

• Financial Analyst

  • 1979 - 1981

  Developed monthly profit forecasts, annual budgets, and five-year plans for North American automotive financing operations. Developed monthly profit forecasts, annual budgets, and five-year plans for North American automotive financing operations.



Corroon and Black Corporation

• Nashville, TN

• Consultant

  • 1978 - 1979

  Research and Sales Development Division - designed and developed a cash management model for captive insurance companies. Research and Sales Development Division - designed and developed a cash management model for captive insurance companies.



Vanderbilt University

• United States
• Higher Education
• 700 & Above Employee

• Placement Office

  • 1976 - 1979

  Liaison between recruiters and students to help match their respective needs. Liaison between recruiters and students to help match their respective needs.