Experience

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  Pimco

  Jan 2001 - Jan 2006

  Real return product manager

  Developed investment products and supported sales and marketing efforts as subject matter expert and portfolio management proxy for PIMCO's investment-related strategies.• Grew PIMCO's Real Return practice from $6 billion to $60 billion in five years, making it the highest contributor to PIMCO's revenue growth over that period• Drove thought leadership and institutional awareness through public speaking engagements, road shows, and published works• Wrote a chapter in the "Handbook of Inflation Hedging Investments" entitled "The Role of Real Return Assets in a Portfolio" Show less

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  First independent bank

  Jan 2006 - Jan 2008

  Chief investment officer; director of asset management; senior vice president

  Managed assets for $250 million in trust assets and managed interest rate risk management for the bank's $1 billion balance sheet.• Generated over $1 million in profits through interest rate risk management, protecting one-quarter of firm revenue in 2007• Positioned trust portfolios to outperform equity benchmarks by over 1,000 basis points in 2007• Reduced the time required for portfolio rebalancing from weeks to minutes through the integration of multiple systemsLeadership and Management: Attracted and integrated high caliber staff into the Asset Management Group. Lead the team through the integration of accounts gained from the acquistion of an RIA and the transition of over 200 accounts to a much more robust investment process.Risk Management: Implemented and managed the Bank's interest rate risk strategies. Developed and managed process to efficiently monitor client portfolio variance from benchmark.Process Development and Implementation: Significantly increased the sophistication and scalability of the portfolio management process through the implementation of a sophisticated portfolio management system. Built custom processes to integrate client account information across multiple custodial, accounting and reporting platforms with portfolio management system. Show less

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  Harness investment management group, llc

  Jan 2008 - Jan 2010

  Owner, managing director

  Launched RIA business focusing on directional, active management utilizing a broad range of asset classes and investment opportunities.• Launched a global macro mutual fund, one of the first 40 Act liquid-alternative strategies• Outperformed HFRX Macro Index over three and a half years with less volatility through directional views on equities, commodities, REITs, bonds, and currencies

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  Stancorp investment advisers, inc.

  Jan 2010 - Jan 2013

  Director of investment research

  Managed investment research team for The Standard's RIA division and led investment committee overseeing the company's $15 billion DC business.• Developed and implemented a unique investment framework upon which StanCorp completely rebranded their $15 billion defined contribution business and $1 billion investment advisory practice• Built on-demand, custom mutual fund reporting system to empower defined contribution sales team • Turned a dysfunctional investment committee into an engaged and dynamic unit by creating an environment in which they could contribute ideas and perspectives Show less

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  Berman mcaleer

  Jan 2013 - Jan 2015

  Chief investment strategist

  Managed client portfolios and led the investment committee for $500 RIA.• Implemented a portfolio management system that doubled recurring fee revenue despite flat AUM growth and client fee reduction and shortened the time required to rebalance $500 million in client portfolios from weeks to hours • Instituted framework for selecting model holdings and methodology as the investment committee leader

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  Maller wealth advisors, inc.

  Jan 2016 - Jan 2017

  Chief operating officer

  Managed staff and operations for $600 billion RIA.• Exceeded revenue goals by leading client servicing personnel in their Master Limited Partnership sales efforts• Improved leadership decision-making by developing the firm's first-ever budget and projection analysis• Drove individual performance contributions through accountability processes and effective task management systems• Reduced potential lease expense by over $300,000 over two years through an ambitious office redesign

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  Distributed asset/cryptocurrency consulting

  Jun 2017 - Aug 2018

  Entrepreneur

  Took some personal time to develop a deep understanding of cryptocurrencies and blockchain technologies.• Developed a due-diligence methodology and valuation frameworks for cryptocurrencies• Ran monthly Bitcoin Meetup, which regularly drew 50 to 75 attendees• Wrote a white paper describing a token system for the CoinScore cryptocurrency data and analytics system• Crafted a vision document for a crypto/smart city project on 10-square miles of land within a special economic zone in South America Show less

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  Money map press

  Sept 2018 - May 2021

  Head of private ventures

  Lead editorial voice and investment expert for five financial newsletter publications and four investment recommendation services.• Wrote daily investment newsletter covering the emerging cannabis industry• Consistently achieved 15% open rates and over 30% click rates on a file of 60K to 80K readers• Sourced, vetted, and recommended Reg A deals• Provided investment recommendations for three paid services utilizing Economic Vale Add models• Filmed long-form promotional videos, ran live webinars and presentations, and vetted marketing copy Show less

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  Finmc

  Jul 2021 - May 2023

  Editorial writer

  Lead editorial voice and investment expert for a financial newsletter publication and two investment recommendation services.• Wrote engaging content for a daily investment newsletter covering the global capital markets and economy• Consistently achieved 25% open rates and 40% click rates, the highest among all publications at FinMC, on a file of 30K readers• Provided investment recommendations for two paid investment recommendation services utilizing Economic Value Add models, Volume Profile technical analysis, and macroeconomic trends• Filmed long-form promotional videos, ran live webinars and presentations, and vetted marketing copy• Hosted weekly Zoom show with guests covering markets, the economy, and investment opportunities and participated as a regular guest on another Zoom show Show less