• Created the framework and helped develop the mission of providing non-traditional solutions to lower risk and enhance total returns for high net worth clients using listed, over-the-counter, and structured product derivatives • Responsible for helping the investment teams employ a suite of solutions to address a broad range of risk management and income generation objectives across a significant percentage of all assets under management. • Manage trading desk education and budget for technology initiatives for the support of products offered • Develop strategies and oversee implementation and follow-up actions, as risk manager, across all listed contracts • Listed strategies have been extremely successful for the investment teams and are responsible for multiple hundreds of millions in Assets Under Management still generating fees. Also, new accounts have been added given the offering. • Also instrumental in the creation and development of our OTC & structured product efforts: We have issued over $575 million in various equity-linked, commodity-linked and foreign currency notes since we developed this capability. • Won Excel nominations (an award for excellent achievement) in 2005 for listed and 2007 for structured products

• Supported over 85 portfolio managers in a $38 billion growth/core/value philosophy, private-client division • Recommended purchase and sales within the Health Care Sector and assisted in multiple additional sector portfolios • Won top analyst spot three times, outperformed sector benchmark six of eight years, and had positive track record

• Supported mutual fund managers and the wealth management division in a $75 billion value philosophy firm • Co-portfolio manager with experience in Health Care, Capital Goods, Consumer Cyclical, Energy & Utilities

• Completed various projects including tracking trading of open architecture outside managers for the endowment fund

• Performed lending, marketing, collections and other duties as a management trainee