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Experience

    • United Kingdom
    • Director
      • Sep 2014 - Present

      Key role responsibility is the evaluation of the balance sheets, operating performance, business profiles, and risk management systems of Life and Annuity companies, and presentation of findings and rating recommendation to a Rating Committee comprised of senior management. Key role responsibility is the evaluation of the balance sheets, operating performance, business profiles, and risk management systems of Life and Annuity companies, and presentation of findings and rating recommendation to a Rating Committee comprised of senior management.

    • United States
    • Investment Management
    • 700 & Above Employee
    • Global Equity Analyst
      • Dec 2011 - Sep 2014

      Global Equity Analyst for the Global Equity Income mandate and Alternative Energy fund.

    • Portfolio Manager Assistant
      • 2005 - Dec 2011

      Portfolio Manager Assistant for Emerging Market and Closed End Fund groups.

    • Portfolio Manager Assistant
      • 2003 - 2005

      Portfolio Manager Assistant for Municipal Bond Manager and head of Fixed Income Portfolio Manager Assistant for Municipal Bond Manager and head of Fixed Income

Education

  • Seton Hall University
    Bachelor of Science (BS), Economics
    1997 - 2001
  • Union Catholic

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