7
years
Years of Experience
1/17
Member Since
Experience
Silver Creek Capital Management
Finance
Associate
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
• 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
• 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
• 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
• In-depth investment manager research
• Assist in the construction of multi-strategy portfolios
• Asset allocation modeling
Database management
• Assist in the construction of multi-strategy portfolios
• Asset allocation modeling
Database management
Inde Motorsports Ranch
Start-Up
VP of Finance & Administration
• 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
• 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