Experience

Disciplina Group LLC
• United States
• Investment Management
• 1 - 100 Employee
• Managing Director

  • Nov 2020 - Present

Aon
• Albania
• Electric Power Generation
• 1 - 100 Employee
• NA Insurance Investments Solutions Leader

  • Apr 2019 - Nov 2020


Blue Cross and Blue Shield of Louisiana

• United States
• Insurance
• 700 & Above Employee

• Vice President, Treasury and Cash Management

  • Aug 2018 - Apr 2019

• Director, Treasury and Cash Management

  • May 2017 - Apr 2019



Teachers' Retirement System of Louisiana (TRSL)

• United States
• Government Administration
• 1 - 100 Employee

• Director of Investment Operations

  • Jun 2015 - May 2017

• Private Assets Manager

  • Jun 2015 - May 2017



LSU Foundation

• United States
• Fundraising
• 100 - 200 Employee

• Director of Investment Operations

  • Jul 2012 - Jun 2015

  Institutional Investment Management Professional, total Assets Under Advisory over $1.1bn. Experience spans multiple asset classes (Equities, Fixed Income, Cash, Real Assets), Investment Strategies (Private Markets, Alternatives, Diversifying Strategies) and Geographies (Domestic, Foreign, Frontier). Manager selection and Due Diligence, Performance Measurement and Analytics, adherence with Investment Policy. Investment Advisory and Cash Flow Projection Analysis to LSU and the LSU Foundation… Show more Institutional Investment Management Professional, total Assets Under Advisory over $1.1bn. Experience spans multiple asset classes (Equities, Fixed Income, Cash, Real Assets), Investment Strategies (Private Markets, Alternatives, Diversifying Strategies) and Geographies (Domestic, Foreign, Frontier). Manager selection and Due Diligence, Performance Measurement and Analytics, adherence with Investment Policy. Investment Advisory and Cash Flow Projection Analysis to LSU and the LSU Foundation, FYE Audit Preparation, Daily Cash Management, Back-Office Operations and Trading. Investment Accounting, Operational and Portfolio Management. Internal Institutional Fixed Income Portfolio Manager for multiple bond pools (LSU Endowed, Non Endowed, Bond Reserve, etc.). Advisory member of the LSU Student Investment Management Fund, an internally managed Equity Portfolio. Show less



Merrill Lynch

• United States
• Financial Services
• 700 & Above Employee

• AVP Administrative Manager/ Compliance/ BOM

  • Jun 2011 - Jul 2012

• Global Private Client Group

  • Jan 2008 - Jun 2011



Edward Jones

• United States
• Financial Services
• 700 & Above Employee

• Investments

  • Jan 2006 - Jan 2008

  Charlotte, North Carolina Area