Vice President

• Jan 2020 - Present

Investment Operations Manager

• Feb 2018 - Jan 2020

Operations Financial Analyst

• Apr 2013 - Feb 2018

Leveraged common approaches, best practices, and strategic investments to scale solutions by focusing on key client issues and integrating industry expertise with deep technical and operational transformation capabilities. Provided consultation to 100+ Portfolio Managers and Traders on building/rebalancing trading models, investment reporting, billing, cost basis, and composite construction best practices utilizing Tamarac Software through outsourced back-office operations. Led and delivered large, complex client engagements that identify, design, and implement creative business and technology solutions for large companies. ● Partnered with senior clients to assess current solutions, identify opportunities and recommend target state. Evaluated emerging vendor solutions in investment management and cultivated relationships based on client needs. ● Designed and generated reports for client investment accounts. ● Planned and oversaw implementation of strategic investment management solutions including operating model, process re-engineering, technical design, and development. ● Defined investment management platform of the future combining man and machine. Participated in build to run transitions and provided post-warranty support. Led performance tuning and continuous improvement in technology/solution. ● Rewrote optimal allocation-weighted benchmarking formula, performed extensive testing using real and simulated investment data; formula is now being used by software. ● Developed training curricula for options securities, corporate actions, and for 8 enhancement releases. Delivered 80+ separate training sessions to client-facing staff. ● Managed pricing, performance, case design, and billing data for 30 advisory firms and planners. Maintained portfolio accounting and data integrity for 12 investment advisory firms on complete suite of investment management and reporting software applications (7000+ individual requests for training and support). Show less

Financial Planning Analyst

• 2008 - 2013

Built and managed a financial planning practice of 500 + clients, with a focus on 403 (b). ●Structured asset allocations in 500+ client accounts utilizing modern portfolio theory-based models ●Made investment recommendations based on risk tolerance, time horizon, and tax situation ●Trained over 1000 individuals on financial planning concepts Built and managed a financial planning practice of 500 + clients, with a focus on 403 (b). ●Structured asset allocations in 500+ client accounts utilizing modern portfolio theory-based models ●Made investment recommendations based on risk tolerance, time horizon, and tax situation ●Trained over 1000 individuals on financial planning concepts