Experience

RBC Global Asset Management (U.S.) Inc.

• Sr. Product Development Analyst

  • Apr 2017 - Present



Advanced Capital Group

• Credit and Portfolio Risk Analyst

  • Mar 2015 - Apr 2017

  ACG is a diversified financial services firm that offers customized retirement planning and portfolio management to institutional and high net worth clients. Within the fixed income group I performed credit analysis for the firm's corporate and municipal exposures using proprietary credit models, measured and reported portfolio risks and characteristics and consulted with clients regarding their portfolio.



Quantitative Advantage, LLC (QA)

• Portfolio Analyst

  • May 2012 - Mar 2015

  Quantitative Advantage is a global, tactical, ETF-based investment manager offering actively managed momentum-based equity, balanced, fixed income and alternative strategies. At QA, I researched and backtested investment ideas, created technical solutions for the Portfolio Management group and identified and monitored key drivers of investment performance. I also performed ETF due diligence and acted as a liaison between the Portfolio Management and Marketing groups during the creation of… Quantitative Advantage is a global, tactical, ETF-based investment manager offering actively managed momentum-based equity, balanced, fixed income and alternative strategies. At QA, I researched and backtested investment ideas, created technical solutions for the Portfolio Management group and identified and monitored key drivers of investment performance. I also performed ETF due diligence and acted as a liaison between the Portfolio Management and Marketing groups during the creation of monthly client reports and new marketing materials. Show more Show less



AgriBank (St. Paul, MN)

• Treasury Specialist

  • Jun 2008 - May 2012

  AgriBank is one of the largest wholesale banks in the national Farm Credit System and supports seventeen Farm Credit Associations that provide loans and financial services to farmers, ranchers and rural businesses. At AgriBank, I executed financial accounting, performance reporting and related analysis for the bank's investment, debt and derivative portfolios. I also interfaced with security trustees and swap counterparties.