Experience

BenchmarkPlus Management

• United States
• Investment Management
• 1 - 100 Employee

• Vice President

  • Jan 2021 - Present

  Tacoma, Washington, United States

• Associate

  • Nov 2018 - Jan 2021

  Tacoma, Wa



BlackRock

• United States
• Financial Services
• 700 & Above Employee

• Analyst

  • Jun 2016 - Nov 2018

  Seattle, Washington • Performed as a lead trader for monthly hedge fund securities trading of more than $100 million monthly, utilizing data-driven insights to inform trades and decrease operational risk. • Maintained a zero trading error rate for over 24 trading cycles, demonstrating exceptional attention to detail and risk management skills. • Demonstrated expertise in regulatory compliance by efficiently gathering and archiving AML paperwork, ensuring seamless regulatory compliance. •… Show more • Performed as a lead trader for monthly hedge fund securities trading of more than $100 million monthly, utilizing data-driven insights to inform trades and decrease operational risk. • Maintained a zero trading error rate for over 24 trading cycles, demonstrating exceptional attention to detail and risk management skills. • Demonstrated expertise in regulatory compliance by efficiently gathering and archiving AML paperwork, ensuring seamless regulatory compliance. • Streamlined redemption and subscription processes by implementing efficient functions within a short timeframe, resulting in quicker processing times and improved client satisfaction. • Implemented fully automated receivables and line of credit reporting, saving 16 analyst hours per month and improving operational efficiency. • Developed a manager estimation tool for the entire department, significantly reducing operational event risks and improving the accuracy of investment performance reporting. • Established and evaluated the process of creating new fund cash accounts, utilizing reporting metrics to ensure transparency and accuracy. • Estimated and reported investment performance for $3 billion hedge fund of funds holdings, providing critical insights to inform investment strategy and drive firm growth. Show less



BNY Mellon

• United States
• Financial Services
• 700 & Above Employee

• Lead Performance Analyst

  • May 2015 - Jun 2016

  Tacoma, Wa • Delivered timely and accurate performance reports to a $1 billion client portfolio comprised of Defined Benefit plans, Defined Contribution plans, Pension Funds, and Investment Managers, providing critical insights to inform investment strategy and drive firm growth. • Offered expert assistance to consultants and the institutional accounting team with data validation, performance, and reporting issues, building strong collaborative relationships across departments. • Served as a… Show more • Delivered timely and accurate performance reports to a $1 billion client portfolio comprised of Defined Benefit plans, Defined Contribution plans, Pension Funds, and Investment Managers, providing critical insights to inform investment strategy and drive firm growth. • Offered expert assistance to consultants and the institutional accounting team with data validation, performance, and reporting issues, building strong collaborative relationships across departments. • Served as a subject matter expert on QMF/SQL, Hybrids, Security Classification, and Attribution, providing valuable insights to inform investment decisions and improve operational efficiency. • Maintained and improved the department's query package tool, consisting of the Excel file and the 170 SQL queries employed for client research, resulting in increased accuracy and efficiency in client reporting and research.

• Senior Performance Analyst

  • Mar 2014 - May 2015

  Tacoma

• Performance Analyst

  • Jan 2013 - Mar 2014

  Tacoma, Washington



Columbia Bank

• Banking
• 700 & Above Employee

• Financial Analyst II, Commercial Banking

  • Mar 2012 - Jan 2013

  Tacoma, Wa. • Redeveloped and wrote the Banks Economic Report to the Board of Directors • Analyzed financial spreads of business financial statements, and performed ratio analysis. • Built working relationships with lenders and borrowers for commercial lending customers. • Analyzed loan covenants and the company’s financial prospects of repayment. • Forecasted liquidity and working capital measures to determine borrowers repayment sources.

• Collateral Analysis Intern

  • Sep 2011 - Mar 2012

  Tacoma, Wa • Monitored and set collateral availability for loans $2 million and greater. • Analyzed financial statements for trends in leverage, liquidity and efficiency measures. • Reconciled accounts receivable, accounts payables and inventory reports to the borrowing base certificates. • Created Asset Based Lending reports tracking the trends of the borrowing base and inventory leverage. • Quantified and reconciled accounts receivable ineligible categories for the borrowing base formula.