Research Analyst

• Dec 2021 - Present

Senior Investment Analyst

• Aug 2019 - Nov 2021

Associate Portfolio Manager

• Apr 2012 - Aug 2019

Asset Allocation Strategist

• Dec 2010 - Jan 2012

Prepares client communications on investment topics for use across footprint - Advises client facing personnel on use of model portfolios - Implements asset allocation strategy through model portfolios - Prepares internal and external communications on model portfolio program - Creates new model trading platforms to meet requests from the field - Interfaces with offshore team to create & maintain analytic tools and communications - Combined Private Wealth, Brokerage, and Institutional asset allocation platforms - Prepares investment reports on SunTrust Pension for senior leadership

Portfolio Assistant

• Feb 2006 - Nov 2010

- Created and implemented offshoring program for client communications - Subject Matter Expert on team coordinating outsourcing activities across organization - Designed and implemented new materials for manager selection process - Member of team designing new client communication materials - Calculate and assemble portfolio information for clients & consultants - Prepare portfolio presentations for clients - Implement portfolio adjustments - Assemble information from varied investment boutiques to service diversified portfolios - Coordinate with other elements within the overall SunTrust organization

Trailer Utilization Coordinator

• Jul 2005 - Feb 2006

- Responsible for equipment utilization and issuance for five state region - Supervised activities of six drivers in the relocation of equipment within region - Member of team responsible for trailers used in FEMA's Hurricane Katrina relief effort - Prepared analysis of trends concerning fuel cost and driver compensation - Assumed responsibility for training all new employees in the department following completion of my initial 60 day review - Responsible for equipment utilization and issuance for five state region - Supervised activities of six drivers in the relocation of equipment within region - Member of team responsible for trailers used in FEMA's Hurricane Katrina relief effort - Prepared analysis of trends concerning fuel cost and driver compensation - Assumed responsibility for training all new employees in the department following completion of my initial 60 day review

Owner

• Jul 2004 - Jul 2005

Courier Service in greater Jacksonville region - Founded company to provide income during graduate school Courier Service in greater Jacksonville region - Founded company to provide income during graduate school

Customer Account Representative

• Dec 2001 - Jul 2004

- Resolved conflicting movement instructions - Trained new employees - Lead Employee on Shift - Resolved conflicting movement instructions - Trained new employees - Lead Employee on Shift

Field Logistics Coordinator

• Jul 1998 - Feb 2001

Tracked and managed equipment usage - Communicated with customers, railroads, truck lines and company personnel - Coordinated equipment return to inventory - Implemented a new paperless invoice payment system Tracked and managed equipment usage - Communicated with customers, railroads, truck lines and company personnel - Coordinated equipment return to inventory - Implemented a new paperless invoice payment system