Experience

Jensen Investment Management

• United States
• Investment Management
• 1 - 100 Employee

• Portfolio Manager

  • Jan 2021 - Present

• Business Analyst

  • Jul 2017 - Jan 2021

  *Conduct equity research on small to mid-cap U.S. companies *Present company research to investment team and monitor companies held in the strategy *Develop and maintain DCF models on portfolio and bench companies *Assist Portfolio Managers with ad hoc projects



BMO Family Office

• Financial Services
• 100 - 200 Employee

• Hedge Fund Research Analyst

  • Jul 2014 - Jun 2017

  Portland Area, Oregon • Perform hedge fund due diligence and analysis to source potential investment opportunities • Monitor investment exposures to track changing levels of risk in client portfolios • Work with consultants and hedge fund managers to facilitate investments • Ensure data integrity to maintain accurate due diligence files and reports • Produce monthly and quarterly portfolio reports to sustain investor transparency • Assist senior analysts and directors with projects



M Financial Group

• United States
• Financial Services
• 100 - 200 Employee

• Financial Analyst

  • Nov 2012 - Jun 2014

  Portland, Oregon Area I worked on the consulting services team and helped prepare reports for executive benefits marketing for corporate and bank clients. I utilized a variety of life insurance illustration software to create financial exhibits projecting cash flows, earnings, internal rates of return and present values of policies. I also analyzed illustrations making recommendations regarding plan design, insurance carrier selection, product selection and configuration to maximize insurance and benefit performance… Show more I worked on the consulting services team and helped prepare reports for executive benefits marketing for corporate and bank clients. I utilized a variety of life insurance illustration software to create financial exhibits projecting cash flows, earnings, internal rates of return and present values of policies. I also analyzed illustrations making recommendations regarding plan design, insurance carrier selection, product selection and configuration to maximize insurance and benefit performance within all constraints. Show less



Milliman

• United States
• Business Consulting and Services
• 700 & Above Employee

• Financial Analyst

  • Oct 2010 - May 2012

  Albany, NY I reconciled accounts for assigned clients, investigated plan discrepancies and was responsible for cash processing of payrolls, contributions, and distributions. I also assisted the Investment team with monthly/quarterly analysis reports to support potential fund changes for existing clients.



Roger Williams University

• United States
• Higher Education
• 700 & Above Employee

• Student Fund Analyst

  • Jun 2009 - Aug 2009