30
years

Years of Experience

1/15

Member Since


Experience

 
New Mexico Educational Retirement Board Corporate Strategy & Development
Fixed Income Portfolio Manager
10/2014 - Present
Worked on in-source of Investment Grade Fixed Income portfolio from external managers, saving over $2MM annually in management fees while increasing portfolio yield.

State of New Mexico Corporate Strategy & Development
Fixed Income Portfolio Manager
11/2010 - 10/2014
Managed approximately $4.2B in short-duration fund. Exceeded benchmark in over 48 months of performance history.

Lehman Brothers Finance
Public Finance
06/1993 - 02/2000
Senior Vice President in New England Region. Traditional municipal finance as well as several innovative lease-backed financing transactions.

Mass Water Resources Authority Finance
Investments Manager/Treasury
09/1990 - 06/1993
Managed Treasury Function including Debt Issuance and Cash Management

First National Bank of Boston Finance
Vice President
06/1983 - 07/1990
Investment Banking with Public Clients