Experience

Configure Partners

• United States
• Financial Services
• 1 - 100 Employee

• Independent Contractor for Configure Partners

  • Jun 2021 - Present



Palm Coast Homes

• Real Estate Investor

  • Jan 2017 - Present



PIMCO

• United States
• Investment Management
• 700 & Above Employee

• Portfolio Management - Trade Floor Support

  • Feb 2012 - Dec 2020

  Supported Senior Portfolio Managers with new accounts and broker set ups; Confirmed daily trade activity and managed exceptions in various products such as bonds, repos, interest rate swaps, credit, FX, futures, and options; Provided daily, weekly and monthly reports to management and other ad hoc reports required by Chief Investment Officer; Participated in the onboarding process for new PM Teams including account setup, platform training and third-party connectivity; Coordinated Investment Committee meetings and PIMCO's Secular/Economic Forums; Developed and implemented a structured outline as part of the training for all new assistant-level employees; Liaised with various departments to organize and manage internal stakeholder and external client meetings; Managed expenses within the guidelines of PIMCO's policy Show less



New England Capital Financial Advisors, LLC

• United States
• Financial Services
• 1 - 100 Employee

• Client Support Specialist

  • Sep 2009 - Dec 2011

  CEO Support Client Support CEO Support Client Support



Hooker & Holcombe

• United States
• Financial Services
• 1 - 100 Employee

• Actuarial Intern

  • May 2009 - Sep 2009