Experience

Blue Trust

• United States
• Financial Services
• 1 - 100 Employee

• Investment Strategist

  • Mar 2022 - Present

  Member of the Investment Strategy Group (ISG). Assists wealth advisors in matching investment objectives with a customized investment strategy for individuals and institutions. The ISG is responsible for analyzing investment vehicles, selecting appropriate public and private investment opportunities for clients, constructing portfolio solutions along with performing ongoing due diligence of investment managers.

• Financial Planner

  • Jan 2021 - Mar 2022

  Blue Trust advisors apply biblical wisdom and technical expertise to help clients make wise financial decisions to experience clarity and confidence and leave a lasting legacy. With a nationwide network of 17 offices, we offer comprehensive financial services and objective advice to clients across the wealth spectrum. Our services include: • Financial, retirement, and estate planning • Investment management • Cash flow and budget planning • Charitable giving strategies •… Show more Blue Trust advisors apply biblical wisdom and technical expertise to help clients make wise financial decisions to experience clarity and confidence and leave a lasting legacy. With a nationwide network of 17 offices, we offer comprehensive financial services and objective advice to clients across the wealth spectrum. Our services include: • Financial, retirement, and estate planning • Investment management • Cash flow and budget planning • Charitable giving strategies • Personal trust and estate settlement • Business consulting services • Family Office • Professional Athlete services • Institutional services • Retirement plan consulting



Longtin Family Companies

• United States
• Financial Services
• 1 - 100 Employee

• Senior Financial Analyst

  • Jan 2016 - Jan 2021

  Investment Management • Supported firm’s president in advisory of $500 million AUA by conducting portfolio due diligence and performance monitoring utilizing quantitative and qualitative analysis such as: style drift, R2, risk/return, up/down captures, information ratios, tracking errors, Sharpe ratios, manager tenure, and peer group ranking • Assisted in clients’ quarterly investment reviews by discussing overall market performance, individual fund performance vs respective benchmarks… Show more Investment Management • Supported firm’s president in advisory of $500 million AUA by conducting portfolio due diligence and performance monitoring utilizing quantitative and qualitative analysis such as: style drift, R2, risk/return, up/down captures, information ratios, tracking errors, Sharpe ratios, manager tenure, and peer group ranking • Assisted in clients’ quarterly investment reviews by discussing overall market performance, individual fund performance vs respective benchmarks, and strategic asset allocation including recommendations to replace and/or eliminate funds • Created firm’s portfolio manager due diligence questionnaire and conducted the interview process with potential managers • Developed proprietary, multi-variable retirement spreadsheet model for HNW/UHNW clients to forecast asset growth and expected future cash flows Transaction Experience • Conducted due diligence and raised capital for 10 direct investments across convertible debt, seed, and Series A-H equity rounds • Valuation analysis using public company comparables, precedent transactions, and DCF analysis Financial Consulting • Solve the pain points of ultra-high & high net worth individuals by assisting in the firm’s following services: personal & corporate tax planning, multi-generational estate planning, business succession/exit planning, business development, and retirement planning Show less



MB Financial Bank

• Financial Services
• 700 & Above Employee

• Risk Management LDP

  • Jul 2014 - Feb 2016

  • Used statistical analysis while looking at fair lending data, Community Development Loans, and external audit reports to develop lending trends and verify that MB was in compliance with federal law, which saved the Bank $25,000 in consultant fees • Developed Compliance Risk Assessments template that replaced outdated GRC reporting system, which saved the Bank $33,000 in outsourcing fees • Conducted customer due diligence and developed an automated process to identify… Show more • Used statistical analysis while looking at fair lending data, Community Development Loans, and external audit reports to develop lending trends and verify that MB was in compliance with federal law, which saved the Bank $25,000 in consultant fees • Developed Compliance Risk Assessments template that replaced outdated GRC reporting system, which saved the Bank $33,000 in outsourcing fees • Conducted customer due diligence and developed an automated process to identify irregularities and potential fraudulent activity in customer accounts which saved all of the Bank’s BSA employees multiple hours of work everyday • Applied credit analysis to evaluate over 30 of the Bank’s critical vendors and determine financial viability Show less