Experience

State of Wisconsin Investment Board

• United States
• Investment Management
• 100 - 200 Employee

• Business Director

  • Jan 2021 - Present

  Business Director for Asset & Risk Allocation Division

• Senior Business Analyst

  • Jan 2019 - Jan 2021



Nuveen Investments

• Vice President, Taxable Fixed Income Investment Oversight at Nuveen Investments

  • Jun 2010 - Jan 2019

  Investment oversight and development senior analyst covering Nuveen Investments' taxable fixed income strategies. Oversight includes core, core-plus, derivative overlay strategies, senior loans, preferreds, and global currencies and rates. Primary responsibilities include oversight of funds for performance, compliance, legal, valuation, and risk measures. Conduct quarterly performance due diligence meetings with portfolio managers and report / present to the Nuveen fund board relevant issues pertaining to performance, new product initiatives, and product management issues. Key analyst for new product initiatives. Writes investment policies for new and existing funds. Show less



Neuberger Berman LLC

• Senior Securities Analyst

  • Sep 2007 - Jun 2010

  Key fixed income securities contact Portfolio performance attribution and analysis - weekly, monthly and quarterly Securities analytics - yield and duration review Bloomberg securities modeling Security financial statement analysis Maintenance of security database for portfolio data accuracy - Bloomberg data updates Derivative instrument cash flow analysis - futures and credit default swaps Client and Compliance specific portfolio analysis POINT securities and portfolio analytics - weekly and monthly Securities of note with extensive knowledge base and credit analysis experience include municipal bonds, corporate bonds, government treasury issuances, mortgage backs and cmos, domestic and international equity portfolio analysis, and loan portfolio analytics. Show less



Mortgage Partnership Finance

• Financial Analyst

  • May 2005 - Sep 2007

  Mortgage loan specific financial analysis, cash flow analysis, quarterly performance reports and maintenance of security data. Mortgage loan specific financial analysis, cash flow analysis, quarterly performance reports and maintenance of security data.



Federal Home Loan Bank of Chicago

• United States
• Banking
• 400 - 500 Employee

• Analyst

  • 2005 - 2007



MidAmerica Bank

• Banking
• 1 - 100 Employee

• Financial Analyst

  • Jul 2002 - Apr 2005

  Monthly, quarterly and annual financial reporting on the bank's investment (mortgage backed and CMO) securities as well as monthly reconciliations and cash flow analysis ranging on products from cash accounts to PPE. Monthly, quarterly and annual financial reporting on the bank's investment (mortgage backed and CMO) securities as well as monthly reconciliations and cash flow analysis ranging on products from cash accounts to PPE.



Vail Associates

• Financial Analyst

  • Aug 2001 - May 2002

  Monthly, quarterly and annual financial reporting working on the resort's income statement and balance sheet. Monthly, quarterly and annual financial reporting working on the resort's income statement and balance sheet.