Experience

• 

  Emerald asset management

  May 2006 - May 2007

  Research intern

  Assisted senior analysts in the research of publically traded companies in various industry sectors.

• 

  Sei

  Jul 2007 - Oct 2018

  SEI's Investment Manager Services division provides total operations outsourcing solutions to global investment managers focused on mutual funds, hedge and private equity funds, ETF's, collective trusts, separately managed accounts and institutional and private client services. The division applies operating services, technologies, and business and regulatory knowledge to each client's business objectives. Serve as the main performance measurement point of contact while monitoring client-directed service level agreements. Assist in conversions of new business as well as recommend and implement technology solutions to improve accuracy and efficiency of current processes. Calculated, monitored and reported daily performance for a wide range of investment accounts to various external clients. Provided support to clients in the form of analytical research and ad-hoc reporting.

  • Solutions Manager

    Apr 2014 - Oct 2018

  • Performance Measurement Specialist

    Jun 2012 - Apr 2014

  • Performance Analyst

    Dec 2010 - Jun 2012

  • Senior Fund Accountant

    Jul 2008 - Dec 2010

  • Mutual Fund Accountant

    Jul 2007 - Jul 2008
• 

  Clark capital management group

  Oct 2018 - now

  • Chief Operating Officer

    May 2022 - now

  • SVP, Director of Operations and Data Solutions

    Jul 2021 - Jun 2022

  • Director Of Operations

    Apr 2019 - Jul 2021

  • Vice President of Portfolio Analytics

    Oct 2018 - Apr 2019