Experience

The Arc of Greater Haverhill-Newburyport

• Individual and Family Services
• 1 - 100 Employee

• Family Support Advisory Council

  • May 2021 - Present

  The Family Support Advisory Council is a diverse group of family members, individuals with disabilities, and other stakeholders who meet quarterly to help guide the activities and priorities of the Family Support Center. Members are residents of the Merrimack Valley communities and represent the interests of people with disabilities throughout the lifespan. The purpose of the Council is to advise Family Support Center staff on the planning, implementation and evaluation of supports and services.



Independent Consultant

• United States
• Technology, Information and Internet
• 1 - 100 Employee

• Fixed Income Specialist

  • 2017 - Present



MetLife

• United States
• Insurance
• 700 & Above Employee

• Pension Investment Unit

  • 2006 - 2017

  MetLife Retirement Plans• Had oversight of $5 billion of fixed income retirement plan assets• Managed assets to maximize returns within prudent risk parameters• Recommended and implemented changes to investment allocations in order to enhance performance• Ensured all aspects of investment manager due diligence and ongoing surveillance was well documentedMetLife Non-Qualified Benefit Plans• Had Oversight of $3 billion of non-qualified benefit plan assets• Developed infrastructure to monitor, analyze and allocate the assets within an asset liability framework• Developed and implemented governance and reporting processes to facilitate review of the plans’ asset strategies• Maintained and revised as necessary the asset allocation strategies

• Office of the CIO

  • 2003 - 2006

  • Facilitated top-level decision-making and improved internal communications• Partnered with units within Investments to collect, review and disseminate Investments information to internal and external parties including Investment Committee of the Board of Directors

• Global Credit Research

  • 1998 - 2003

  • Covered $2 billion of Insurance Company and Brokerage credits• Analyzed prospective and existing credits and provided relative value opinions geared toward maximizing investment income and total rate of return

• Structured Finance

  • 1992 - 1998

  • Analyzed and traded $25 billion residential mortgage-backed securities (RMBS), collateralized mortgage obligations (CMO) and asset-backed securities (ABS) portfolio• Designed and implemented trade-date portfolio analytics to facilitate active trading

• Financial Management Development Program

  • 1988 - 1992