Experience

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  Osprey Funds

  • United States

  • Senior Vice President

    • Oct 2021 - Present
    • United States

    I am responsible for Osprey Funds trading activities and portfolio management.

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  BNP Paribas

  • San Francisco, California

  • Vice President, Treasury ALM

    • Mar 2018 - Jun 2021
    • San Francisco, California

    In this role I was a market operator in the wholesale dealing line of business raising balance sheet liquidity for BNP Paribas by managing relationships with Mutual Funds, Municipalities and other clients in the money market sector.▸ Issued fixed and floating rate liabilities of BNP Paribas to institutional investors.▸ Drove new initiatives such as SOFR issuance capabilities from concept through system requirements to issuance with trusted client partners.

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  Bank of the West

  • San Ramon, California, United States

  • Vice President

    • Mar 2015 - Mar 2018
    • San Ramon, California, United States

    As a Fixed Income Trader I monitored the capital markets, regulatory environment, reporting requirements and interest rates to coordinate portfolio strategy for Bank of the West.▸ I traded GNMA, FNMA and FHLMC Mortgage securities, US Treasury securities, Municipal Bonds, Interest Rate Swaps and other financial products as part of the portfolio management team at Bank of the West.▸ I also served as a Treasury Analyst leveraging QRM to perform balance sheet and income analysis and CCAR stress testing including interest rate gap, net interest income (NII) and economic value of equity (EVE).▸ I coordinated model data, systems and business requirements and assumptions for income simulations and equity value measurements under various market conditions and interest rate shocks.

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  Susquehanna International Group, LLP (SIG)

  • United States

  • Fixed Income Sales

    • Nov 2003 - Jul 2014
    • United States

    Starting in Fixed Income operations in 2003, I went on to represent BNP Paribas and subsequently Susquehanna International Group as a Fixed Income client coverage professional servicing West Coast institutions including asset managers, hedge funds, insurance companies, pension funds and corporations.▸ I generated and marketed trade ideas and facilitated relationships between customers and traders to create trading flow in fixed income securities including investment grade and high yield corporate bonds, credit default swaps, US Treasury and Agency securities and interest rate swaps.

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  CalPERS

  • Sacramento, California

  • Associate

    • Feb 2001 - Jun 2002
    • Sacramento, California

    In this role I worked as part of the alternative investments management team managing CalPERS’ global private equity portfolio.