
Timeline
About me
Senior Vice President - Multi-Area | Operations and Risk Management
Education

Caia charterholder
2016 -Covers investments in alternatives - real estate, private equity, hedge funds and fund of fundsActivities and Societies: Active Member of CAIA Association, Los Angeles

University of southern california
2005 - 2008Master of business administration (m.b.a.) finance and financial management services
Pierce college
1996 - 1998Associate of arts (a.a.) business/commerce, general
California state university-northridge
1998 - 2000Bachelor of science (b.s.) business, management, marketing, management information systems, operations management
Experience
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Bank of america (employed with countrywide securities corp.)
Jan 2001 - Mar 2004Sr. quantitative analyst - residential mortgage banking research and reporting.webp)
Howe barnes hoefer & arnett inc. (acquired by raymond james in 2010)
May 2004 - Apr 2005Sr. portfolio analyst - fixed income sales & trading%20-%20Secondary%20Markets%20Division.webp)
Onewest bank (formerly dba indymac bank) - secondary markets division
May 2005 - Dec 2007Senior project manager - product development
Wilshire
Jan 2008 - nowResponsible for: Investment Operations and reporting, managing year end Audits, Guideline Monitoring, Corporate reporting - Revenues, Budgets and FP&A, Project Management, Trading oversight, Sub-Advisor and Vendor management, Operational Due Diligence, Corporate Governance - Designing and implementing operational policies and procedures to support regulatory updates and requirements, Launching New Funds, Accounts and Markets, Transition Management, Contract Negotiations, Revenue tracking & expense management, Profitability Analysis, Commission calculations, Investor reporting and Compliance Reporting. Show less
Senior Vice President
Jan 2008 - nowVice President Financial Operations and Reporting
Jan 2008 - Dec 2019

Wilshire mutual funds inc.
Jan 2010 - nowAssistant treasurer
Licenses & Certifications

Certified alternative investment analyst (caia)
Caia associationJun 2016
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