Experience

Kornitzer Capital Management, Inc.

• Fixed Income Trader

  • Mar 2015 - Present

  Responsible for trading all fixed income assets to include high yield, investment grade, convertibles and municipals. Responsible for trading all fixed income assets to include high yield, investment grade, convertibles and municipals.



Kansas City Chiefs

• United States
• Spectator Sports
• 300 - 400 Employee

• Premium Service Concierge

  • Aug 2007 - Present

  Greet guests upon arrival and give tour of Broadcast Lounge to new guests and get them comfortable in their suitesAssist guests with requestsSupport other departments including sales, front office, valet as needed Greet guests upon arrival and give tour of Broadcast Lounge to new guests and get them comfortable in their suitesAssist guests with requestsSupport other departments including sales, front office, valet as needed



Fountain Capital Management

• Financial Services
• 1 - 100 Employee

• Trader-Operations

  • Aug 1997 - Mar 2015

  •Distribute news as well as current economic data, market activity and trends to portfolio manager and analysts•Monitor daily axes to facilitate trades as recommended by PM and analysts•Execute program trading for cash requirements•Build and maintain key long-term relationships with high yield bond and loan brokers•Run performance and analytical reports daily, and handle special research projects as needed•Manage trading process by maintaining allocation and loan worksheets, security set up, booking and trade notification•Review client investment guidelines to insure portfolios are kept in compliance•Establish and on boarded electronic DTC settlements•Facilitate DTC settlements to include trade breaks and resolutions •Handle corporate actions and complete class action law suits by submitting legal documentatoin•Create portfolio and performance analysis reporting•Reconcile bank to client holdings on Portia investment software monthly•Preparation of transaction and asset reports•Obtain monthly pricing of securities through IDC•Assist in yearly GIPS compliance audits•Prepare necessary documentation for intermittent SEC audits



Hampshire Asset Management

• United States

• Office Manager

  • Feb 1995 - Aug 1997

  •Supported partner/trader with equity and bond trades utilizing Bloomberg and Instinet•Booked trades, provided trade notification and reporting through Access application•Handled DTC settlements to include trade breaks and reconciliation•Managed accounts payables and responsible for all back office operations •Supported partner/trader with equity and bond trades utilizing Bloomberg and Instinet•Booked trades, provided trade notification and reporting through Access application•Handled DTC settlements to include trade breaks and reconciliation•Managed accounts payables and responsible for all back office operations



UMB Bank

• United States
• Financial Services
• 700 & Above Employee

• Investment Administrator

  • Aug 1987 - Feb 1995

  •Daily support of investment officers•Reported trade mandates to the trading group•Responsible for opening and closing accounts•Supported accountants during annual reporting and tax season •Daily support of investment officers•Reported trade mandates to the trading group•Responsible for opening and closing accounts•Supported accountants during annual reporting and tax season