30
years
Years of Experience
1/15
Member Since
Experience
New Mexico Educational Retirement Board
Corporate Strategy & Development
Fixed Income Portfolio Manager
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
Managed approximately $4.2B in short-duration fund. Exceeded benchmark in over 48 months of performance history.
Lehman Brothers
Finance
Public Finance
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
Managed Treasury Function including Debt Issuance and Cash Management
First National Bank of Boston
Finance
Vice President
Investment Banking with Public Clients