Experience

Caltech

• United States
• Research Services
• 700 & Above Employee

• Sr. Managing Director, Investment Operations

  • Sep 2007 - Present

  Head of operations for an investment office managing over $3 billion in investment assets including hedge funds, private equity, real estate and energy funds. Responsibilities include operational risk due diligence and monitoring, liquidity risk management, portfolio valuations, performance calculation oversight, cash management and board reporting. Head of operations for an investment office managing over $3 billion in investment assets including hedge funds, private equity, real estate and energy funds. Responsibilities include operational risk due diligence and monitoring, liquidity risk management, portfolio valuations, performance calculation oversight, cash management and board reporting.



Bank of America

• United States
• Banking
• 700 & Above Employee

• 1st VP, Internal Controls Manager

  • Apr 2006 - Aug 2007



Transamerica Occidental Life Insurance Company

• Assistant Controller

  • Apr 1999 - Apr 2006



SunAmerica Retirement Markets

• United States
• Financial Services
• 1 - 100 Employee

• Director of Accounting

  • 1996 - 1999



Grant Thornton LLP (US)

• United States
• Accounting
• 700 & Above Employee

• Senior Financial Auditor

  • Jan 1992 - Apr 1995