Experience

Valhalla Fiduciary, LLC

• United States
• Financial Services
• 1 - 100 Employee

• Managing Director

  • Jul 2018 - Present

  Newport Beach, California Managing Director and Founder of Valhalla Fiduciary, LLC which I launched in July of 2018. Valhalla Fiduciary’s primary business is providing independent non-executive director services.



PAAMCO & Valhalla Fiduciary

• Industry Educator and Conference Presenter

  • Dec 2008 - Present

  Conferences and publications globally while at Valhalla Fiduciary & PAAMCO. I have been active in shaping best practices in the industry since my time at PAAMCO. I am frequently invited to participate in industry conferences as a moderator, panelist and speaker, and often quoted in articles and industry publications, and I am a frequent guest lecturer at universities and MBA programs. I've written and presented on a wide range of hedge fund and asset management operational and business topics as listed below and in “Publications” and “Projects".



PAAMCO Prisma

• United States
• Financial Services
• 1 - 100 Employee

• Head of Operational Due Diligence & Accounting

  • Jun 2015 - Jun 2018

  Irvine, CA I spent over twelve years at PAAMCO in a few different roles. I performed operational due diligence my entire time from March 2006 through June 2018. I was the Head of Operational Due Diligence and Accounting and the Chief Financial Officer of PAAMCO Select. I was responsible on a global basis for operational due diligence on new and existing investment fund managers and for all aspects of fund accounting. I was a member and head of the firm’s Valuation Committee. I served as board… Show more I spent over twelve years at PAAMCO in a few different roles. I performed operational due diligence my entire time from March 2006 through June 2018. I was the Head of Operational Due Diligence and Accounting and the Chief Financial Officer of PAAMCO Select. I was responsible on a global basis for operational due diligence on new and existing investment fund managers and for all aspects of fund accounting. I was a member and head of the firm’s Valuation Committee. I served as board member on PAAMCO’s Cayman structured fund of one vehicles and was responsible for managing the independent directors serving on PAAMCO’s client fund vehicles and Managed Account Platform. During my 12 years at PAAMCO I covered funds that invested globally with a variety of hedge fund strategies and instruments including public equities, distressed debt, bonds, trade claims, bank debt, structured products, private equity, futures, options, derivatives, commodities, and foreign exchange. The firms that I performed operational due diligence on ranged from some of the largest asset managers in the world to startup hedge funds.

• Chief Financial Officer - PAAMCO Select

  • Jan 2017 - May 2018

  Irvine, CA



PAAMCO Prisma

• United States
• Financial Services
• 1 - 100 Employee

• Vice President, Operational Due Diligence

  • Mar 2014 - Jun 2015

  Irvine, CA

• Associate Director, Operational Due Diligence

  • Jan 2010 - Mar 2014

  Irvine, CA

• Senior Manager, Operational Due Diligence

  • Sep 2008 - Dec 2009

  Irvine, CA

• Chief Financial Officer - PAAMCO Europe

  • Jan 2007 - Sep 2008

  London, United Kingdom I was the CFO of PAAMCO Europe from 2007-08. Based in London, I was responsible for operational due diligence on managers in Europe and Asia. During that time, I led Business and Investment Operations for both PAAMCO Europe and PAAMCO Asia, and helped to launch the firm’s Singapore office.

• Investment Operations Manager

  • Mar 2006 - Jan 2007

  Irvine, CA



Deloitte

• Business Consulting and Services
• 700 & Above Employee

• Senior Auditor

  • Jun 2003 - Mar 2006

  Costa Mesa, CA I was a Senior Auditor at Deloitte & Touche, LLP, where I worked on audits of investment funds and firms, as well as private and publicly companies. My clients included Capital Group and the American Funds at Capital Group, Pacific Life and the Pacific Select Funds, Toshiba, In-N-Out Burger, and Calavo Growers.



BRG Research Services

• Market Research
• 1 - 100 Employee

• Head Editor

  • May 2000 - Jun 2003



The Church of Jesus Christ of Latter-day Saints

• United States
• Religious Institutions
• 700 & Above Employee

• Missionary--Kenya Nairobi Mission (Uganda/Ethiopia)

  • 1997 - 1999