7
years

Years of Experience

1/17

Member Since


Experience

 
Silver Creek Capital Management Finance
Associate
04/2016 - 12/2016
market Institutional clients selling our quantitative hedge funds, private credit capabilities and real assets/timber strategies
• Assist Managing Directors in their territory management and client acquisition
• Implement and manage all sales data and key performance reports for executive management via Salesforce
• Assist in creation of marketing and client communications
• Assist in development and launch of new investment products

Russell Investments Other
Client Relationship Manager
06/2013 - 04/2016
• Business development and territory management of current and prospective west coast institutional clients, including: financial institutions, sovereign wealth funds, public and corporate pension plans and investment managers
• Actively create and foster new business opportunities
• Produce P&L reports, business development projects, revenue targets and assist to implement new programs
• Assist in managing the operations team that supported the execution services effort

Threshold Group Finance
Jr. Investment Analyst
12/2012 - 06/2013
• In-depth investment manager research
• Assist in the construction of multi-strategy portfolios
• Asset allocation modeling
Database management

Inde Motorsports Ranch Start-Up
VP of Finance & Administration
06/2010 - 12/2012
• Create detailed discounted cash flow models to determine NPV and IRR of all potential projects. Implemented models created and managed all capital expenditure projects and created a payback period of 3 years with free cash flow to the company there after.
• Ongoing valuation of the company in preparation for any offers for the firm
• Create, manage and oversee $1MM budget
• Oversight of firms accounting functions and reporting requirements