Experience

Ackerman Capital Management

• United States
• Financial Services
• 1 - 100 Employee

• Director

  • Jun 2017 - Present

  • Manage client relationships for the Registered Investment Advisor side of firm with $500+ million under management • Runs the firm’s quarterly billing process • Directs the launching and distribution of investment partnerships • Supervises the audit and tax work for the firm’s multiple limited partnership investment vehicles • Reconciles the accounting and performance calculations for firm’s multiple fund administrators • Produces and files all quarterly and annual SEC/FINRA filings for the firm and partnerships • Responsible for client/investor on-boarding and off-boarding • Performs all client due diligence and compliance documentation Show less



CPMG, Inc

• Dallas

• Operations Analyst

  • Sep 2011 - Mar 2017

  • Responsible for trade allocation of a $2 billion long/short hedge fund • Built and maintained relationships with risk and trading departments across several prime brokerage banks • Managed the firm’s collateral and cash totaling approximately $1 billion • Negotiated collateral and lending rates with multiple counterparties • Oversaw daily pricing of portfolio that included stocks, bonds, options, swaps, CDS and private equity investments • Handled client service for multimillion dollar institutional and high net worth investors • Produced audit support for annual audits of the funds • Performed due diligence on counterparties Show less



Annandale Capital

• United States
• Investment Management
• 1 - 100 Employee

• VP Operations

  • Oct 2006 - Aug 2011

  • One of first employees for the start-up investment advisor • Managed multiple client relationships totaling approximately $220 million • Key role in growing firm’s AUM by approximately $150 million • Managed the accounting and operations for the firm’s multiple fund of funds investment partnerships • Led team that developed monthly performance reports for client accounts • Oversaw the accounting for the firm’s investment partnerships • Reconciled daily trading and cash activity client’s accounts • Developed presentations marketing materials • Handled documentation for client brokerage accounts for high-net-worth individuals, foundations and pension plans Show less



Liberty Funds Group, Inc

• Analyst

  • Jan 2004 - Oct 2006

  • Worked on team to discover new investment managers and funds • Created tools to analyze and compare investment managers and benchmarks • Developed marketing materials • Maintained client records and files • Worked on team to discover new investment managers and funds • Created tools to analyze and compare investment managers and benchmarks • Developed marketing materials • Maintained client records and files