Bio
Credentials
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Investment Mangement Certificate (IMC)
FSA
Experience
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Allianz Global Investors
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New York, United States
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Director, Global Fixed Income Product Specialist
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Jan 2017 - Jun 2020
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New York, United States
As the US Product Specialist for the Global Fixed Income team, built relationships with various internal departments and external clients
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Rogge Global Partners
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Greater New York City Area
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Partner, Generalist Portfolio Manager
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Sep 1993 - Dec 2016
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Greater New York City Area
Client account manager for major US and Canadian clients such as CalPERS, Verizon, UBS and the Alaska Permanent Fund.
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Fairfield Capital Associates
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Westport, CT
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Vice President
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1987 - 1993
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Westport, CT
Helped launch firms from a variety of investment management styles, including Rogge Global Partners, Roxbury Capital, Baron Capital Management, GeoCapital LLC and Granahan Investment Management by writing and developing marketing materials (brochures, presentations, one-page summaries).
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Economic Analyst
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1984 - 1987
Produced a range of daily, biweekly and ad hoc economic and market-oriented reporting
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Education
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University of Michigan
Bachelor of Arts (B.A.), Economics
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References
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