Experience

American Endowment Foundation

• United States
• Financial Services
• 1 - 100 Employee

• Alternative Asset Strategist

  • Jan 2023 - Present

  Hudson, Ohio, United States



MAI Capital Management

• United States
• Financial Services
• 200 - 300 Employee

• Product Management Specialist, Senior Associate

  • Mar 2021 - Dec 2022

• Associate, Product Information Analyst

  • Feb 2019 - Mar 2021

  Cleveland/Akron, Ohio Area



Key Private Bank

• United States
• Banking
• 200 - 300 Employee

• Portfolio Management Associate II

  • Aug 2018 - Feb 2019

  Cleveland/Akron, Ohio Area



GEPIK (Gyeonggi English Program in Korea)

• Native English Teacher

  • Apr 2015 - Feb 2018

  Gyeonggi Province, Korea For a more detailed description of the program, please visit ⇨ https://www.korvia.com/korvia-gepik/ ⇦ The link takes you to the webpage for Korvia Consulting, an organization that helps recruit English teachers for the GEPIK. --- Under supervision of the government education board and local English program manager, created lesson plans, curricula, and multimedia presentations for both elementary school and adult ESL classes. Managed both individual and co-taught English programs… Show more For a more detailed description of the program, please visit ⇨ https://www.korvia.com/korvia-gepik/ ⇦ The link takes you to the webpage for Korvia Consulting, an organization that helps recruit English teachers for the GEPIK. --- Under supervision of the government education board and local English program manager, created lesson plans, curricula, and multimedia presentations for both elementary school and adult ESL classes. Managed both individual and co-taught English programs with full integration into the curriculum and culture. Directed extracurricular camps to expand geographical reach and student learning. --- Key Successes: • Obtained near-100% approval rating over consecutive semesters from students, parents, and community members, reflecting a significant improvement from the previous five years of classroom management and ending the once-high 50% employee turnover. Integrated duties as civic participant, office manager, and school representative, helping to stabilize program employment after departure. • Introduced novel curricula like “The History of Games,” which provided English-speaking opportunities across multiple subjects, transforming daily curricula from textbook-based lessons to interactive presentations whereby written lessons became tools with which students engaged in English conversations. Gained approval to integrate the program full-time. • Revised step-level class materials that built upon strengths of the classroom textbook. Simplified presentations and worksheets with textbook-based images and teaching points that allowed PowerPoint files to serve as the source of worksheets, and vice versa. Standardized formatting to allow adaptation per grade level and review. Show less



Spero-Smith Investment Advisers, Inc.

• Assistant Portfolio Manager

  • Jul 2012 - Mar 2015

  Cleveland/Akron, Ohio Area Reporting to the COO and President, I served multiple functions within asset allocation, investment management, and portfolio analysis. These responsibilities included mutual fund and alternative investment research and outlook and performance reports, and client management through Schwab Portfolio Center and Salesforce. Provided oversight for firm-wide trade operations and project management. --- Key Successes: • Reconfigured $100 million AUM of equity and alternative… Show more Reporting to the COO and President, I served multiple functions within asset allocation, investment management, and portfolio analysis. These responsibilities included mutual fund and alternative investment research and outlook and performance reports, and client management through Schwab Portfolio Center and Salesforce. Provided oversight for firm-wide trade operations and project management. --- Key Successes: • Reconfigured $100 million AUM of equity and alternative allocations, allowing flexibility within the asset allocation model. Initiated new modeling capabilities within our Envestnet | Tamarac system to improve the rebalancing process, confirmed by portfolio managers. Prepared presentation to gather consensus from both the investment committee and financial planners. Incorporated investments into alternative funds, the first ever investment in this asset class for the firm. • Established Morningstar Direct as the new, primary investment research tool. Reinforced new fund selection protocol and tested proxy portfolios and external data sources to develop a new ESG asset allocation model. Took sole responsibility to propose investment fund replacements, such as a reallocation for 10% of our equity model (~$15 million). • Assumed multiple responsibilities during client interactions, including retirement planning and trade operations. Kept current both Salesforce and investment policy statements. Led firm-wide trades up to $30 million, soliciting participation and executing transactions on Schwab and Fidelity trading platforms. • Led as point of contact for 10 defined contribution plans. Created quarterly and annual portfolio and investment performance reports to serve the retirement plan, providing performance reports as requested. Communicated on behalf of clients to solve discrepancies. --- Technical Skills: Envestnet | Tamarac, Fidelity & Schwab Trading Platforms, MoneyGuidePro, Morningstar Direct, Salesforce, Schwab Portfolio Center, Zephyr Show less



PNC

• United States
• Financial Services
• 700 & Above Employee

• Treasury Management Sales Associate

  • Apr 2011 - Jun 2012

  Cleveland/Akron, Ohio Area I served under Treasury Management Sales Officers (TMOs) as a mediator for internal and external partners through product education, project management, and client outreach. Both new and existing relationships required on-the-go client research, as-needed meetings with relationship advisors, and oversight of project and service implementation. --- Key Successes: • Assumed responsibility mid-project for multiple TMOs without prior internal or external relationships. Received… Show more I served under Treasury Management Sales Officers (TMOs) as a mediator for internal and external partners through product education, project management, and client outreach. Both new and existing relationships required on-the-go client research, as-needed meetings with relationship advisors, and oversight of project and service implementation. --- Key Successes: • Assumed responsibility mid-project for multiple TMOs without prior internal or external relationships. Received cold calls from relationship managers for industries such as health care and manufacturing asking for an inventory of services or current assessment of client relationships. Screened existing books of business to determine best path for TMOs to expand the relationship. Cooperated with TMOs, relationship managers, or other sales associates to propose the proper level of involvement. • Renewed services for clients inactive for several years, resulting in 20 new corporate accounts with reporting services. Navigated the company’s intraweb for client information, services, and relevant paperwork to help the client self-identify, outlining a map of each service, relevant account, and the direction of cash flow for each. Recommended options to ensure consistency in services across all accounts while introducing relationships managers to ensure a “warm, comprehensive welcome.”

• Customer Service Representative

  • Mar 2010 - Mar 2011

  Cleveland/Akron, Ohio Area Under the supervision of a bank manager and regional service supervisor, balanced cash transactions, customer service, and sales opportunities while forming unique relationships with both clients and one-time visitors. Established team goal planning and increased security management in response to absent manager supervision. --- Key Successes: • Averaged 90%+ satisfaction rate based on customer surveys. Customer surveys initiated at random based upon a pre-selected service… Show more Under the supervision of a bank manager and regional service supervisor, balanced cash transactions, customer service, and sales opportunities while forming unique relationships with both clients and one-time visitors. Established team goal planning and increased security management in response to absent manager supervision. --- Key Successes: • Averaged 90%+ satisfaction rate based on customer surveys. Customer surveys initiated at random based upon a pre-selected service or service interaction. Increased product competence through midday online training and simulated client experiences. Reduced error in client deliverables through internal checks and balances that placed various parts of the employee’s interface in support of the others. • Held accountable as team leader for bank lobby management upon sudden resignation of both managers. Converted branch preparation time into service reviews and consolidated responsibilities for colleagues. Reviewed security rotations and accepted increased responsibility to ensure the safety and performance of colleagues. Maintained and elevated new levels of service, leading to a 1st place ranking in customer service while isolated from management or corporate oversight.



Peace Corps

• United States
• International Affairs
• 700 & Above Employee

• Microenterprise Development Volunteer

  • Aug 2007 - Sep 2008

  Bolivia, South America Underneath the supervision of a German benefactor and local Catholic nuns, I worked with fifteen vocational leaders and other professionals to integrate basic business concepts into vocational classes for junior high and high school boarding students. Principles such as budgeting, marketing, and management were discussed during monthly meetings, and these concepts were applied with regular meetings with each individual professor. Programs were tailored to the lack of human and financial… Show more Underneath the supervision of a German benefactor and local Catholic nuns, I worked with fifteen vocational leaders and other professionals to integrate basic business concepts into vocational classes for junior high and high school boarding students. Principles such as budgeting, marketing, and management were discussed during monthly meetings, and these concepts were applied with regular meetings with each individual professor. Programs were tailored to the lack of human and financial resources available considering that both colleagues and students came from disadvantaged areas. --- Communication was difficult at first as both myself and several personnel spoke Spanish as a secondary language. Bolivia, Ecuador, and other close areas have the largest indigenous population in the world, and with that comes the largest group of indigenous language-speaking people. I worked to obtain the second highest level of Spanish fluency possible according to Peace Corps standards. In addition, my job was “multi-level” in that more formal, abstract ideas were discussed with professors during the day. Over shared dinner or free time, the students and I would brainstorm the application of these ideas. --- Before the Bolivia program was terminated, the professor of carpentry and I had developed a full budgeting and inventory management system. As an entire boarding school, 200 community and external shareholders attended our “Protect Our Environment” exhibition where students displayed sustainable practices for their field. Inventory and costs associated with each practice were also presented. It was the first of its kind, and allowed the students to see their skills function outside the classroom. Show less