Experience

Nassau Financial Group

• United States
• Insurance
• 200 - 300 Employee

• VP Enterprice Risk Management - Investments

  • Mar 2023 - Present

• AVP Enterprice Risk Management - Investments

  • Jun 2018 - Mar 2023



HRG Group, Inc.

• United States
• Investment Management
• 1 - 100 Employee

• Vice President Investments

  • Feb 2014 - Jan 2018



Five Island Asset Management

• New York, NY

• High Yield Credit Analyst

  • Feb 2013 - Feb 2014

  - Covered Automotive and Chemicals sectors for HRG’s high yield asset management business - Performed market and company research on Automotive and Chemicals industry focusing on high yield fixed income securities - Analyzed financials and contacted company management teams, generated comprehensive financial models, and made investment recommendations to portfolio manager - Covered Automotive and Chemicals sectors for HRG’s high yield asset management business - Performed market and company research on Automotive and Chemicals industry focusing on high yield fixed income securities - Analyzed financials and contacted company management teams, generated comprehensive financial models, and made investment recommendations to portfolio manager



Harbinger Capital Partners

• New York, NY

• Portfolio Finance Analyst / Trader

  • Jan 2008 - Feb 2013

  - Managed overall liquidity and leverage for $20B+ hedge fund - Worked closely with PM to coordinate management of portfolio risk and liquidity during fund unwind - Analyzed prime broker stress and margining models, and maximized excess liquidity by adjusting portfolio allocations - Developed detailed position unwind plans and instructed trading desk in order to generate liquidity efficiently - Traded credit default swaps, equities and fixed income -… Show more - Managed overall liquidity and leverage for $20B+ hedge fund - Worked closely with PM to coordinate management of portfolio risk and liquidity during fund unwind - Analyzed prime broker stress and margining models, and maximized excess liquidity by adjusting portfolio allocations - Developed detailed position unwind plans and instructed trading desk in order to generate liquidity efficiently - Traded credit default swaps, equities and fixed income - Provided analytical and modeling support to trading desk, including stress testing of concentrated positions Show less - Managed overall liquidity and leverage for $20B+ hedge fund - Worked closely with PM to coordinate management of portfolio risk and liquidity during fund unwind - Analyzed prime broker stress and margining models, and maximized excess liquidity by adjusting portfolio allocations - Developed detailed position unwind plans and instructed trading desk in order to generate liquidity efficiently - Traded credit default swaps, equities and fixed income -… Show more - Managed overall liquidity and leverage for $20B+ hedge fund - Worked closely with PM to coordinate management of portfolio risk and liquidity during fund unwind - Analyzed prime broker stress and margining models, and maximized excess liquidity by adjusting portfolio allocations - Developed detailed position unwind plans and instructed trading desk in order to generate liquidity efficiently - Traded credit default swaps, equities and fixed income - Provided analytical and modeling support to trading desk, including stress testing of concentrated positions Show less



Deloitte Financial Advisory Services, LLP

• New York, NY

• Senior Associate

  • Jan 2006 - Jan 2008

  - Assisted Fortune 500 clients including Pfizer, Merck, and Dupont in defining the value of domestic and international businesses, subsidiary entities, and intangible assets for financial reporting, tax reporting, regulatory reporting, and economic and strategic planning - Executed post‐transaction purchase price allocations in compliance with Financial Accounting Standards 141 and 142 - Developed discounted cash flow and market approach valuation models, completed thorough… Show more - Assisted Fortune 500 clients including Pfizer, Merck, and Dupont in defining the value of domestic and international businesses, subsidiary entities, and intangible assets for financial reporting, tax reporting, regulatory reporting, and economic and strategic planning - Executed post‐transaction purchase price allocations in compliance with Financial Accounting Standards 141 and 142 - Developed discounted cash flow and market approach valuation models, completed thorough market and company research, and financial analysis to assist senior leadership Show less - Assisted Fortune 500 clients including Pfizer, Merck, and Dupont in defining the value of domestic and international businesses, subsidiary entities, and intangible assets for financial reporting, tax reporting, regulatory reporting, and economic and strategic planning - Executed post‐transaction purchase price allocations in compliance with Financial Accounting Standards 141 and 142 - Developed discounted cash flow and market approach valuation models, completed thorough… Show more - Assisted Fortune 500 clients including Pfizer, Merck, and Dupont in defining the value of domestic and international businesses, subsidiary entities, and intangible assets for financial reporting, tax reporting, regulatory reporting, and economic and strategic planning - Executed post‐transaction purchase price allocations in compliance with Financial Accounting Standards 141 and 142 - Developed discounted cash flow and market approach valuation models, completed thorough market and company research, and financial analysis to assist senior leadership Show less



ExxonMobil Chemicals, Inc., Films Division

• Quality Manager

  • May 2003 - Aug 2005

  - Managed 8‐10 direct reports including Quality Control Technicians and oversaw quality systems for oriented polypropylene manufacturing facility - Served as lead internal auditor and ISO coordinator directing both the ISO internal audit team and ISO 9001:2000 quality system - Initiated and organized quality improvement projects, including analysis of results and reporting of project status to management

• Development Engineer

  • Jul 2001 - May 2003

  - Developed oriented polypropylene films and supported scale up to commercialization - Generated and executed project plans in order to meet internal and customer specified deadlines - Produced technical reports to summarize and communicate project results to senior management - Utilized statistical techniques such as regression analysis and Design of Experiments to develop efficient experimental plans and analyze results