Senior Portfolio Specialist, Member of Fixed Income Portfolio Management Team

"Institutional investment management firm, managing separate accounts and mutual funds for corporations, pension funds, government entities, foundations, and endowments"

•Planned, directed, and controlled strategic asset allocation for the pension fund’s total portfolio, with specific attention to SERS’ equity and fixed income asset classes and external investment advisors. •Prepared and implemented annual strategic investment plans, providing asset allocation and external advisor recommendations to the fund’s trustees in accordance with market conditions, performance, investment opportunities, and overall pension plan requirements. •Served as Chief Investment Officer in the absence of the CIO. •Performed supervisory and performance evaluation duties

Managed pension plan assets, including oversight of asset allocation and external manager selection and evaluation processes.

"$25 billion public pension plan"

•Planned, directed, and controlled asset allocation decisions for the fund’s fixed income asset class. •Monitored and managed the activities of SERS’ external investment advisors in the fixed income asset class, providing asset class structure and external advisor recommendations to the fund’s trustees in accordance with market conditions, performance, investment opportunities, and overall pension plan requirements. •Performed supervisory and performance evaluation duties.

Managed investment portfolios for multi-bank holding company, and served as voting member of Asset/Liability Committee.

"Medium-sized multi-bank holding company"

Helped manage a multi-bank holding company's investment portfolio, which including restructuring initiatives designed to improve the company's risk profile.

"Major commercial bank; became part of Wells Fargo via M&A activity, after having started at Fidelity Bank, N.A., in Philadelphia."