Experience

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  Veritable lp, investment consultants

  Aug 2002 - Mar 2004

  Assistant portfolio manager

  Hedge Fund of Fund back office administration and reportingPortfolio management, reporting, and advisor to high net worth individuals and institutions

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  Accenture

  Mar 2004 - Oct 2007

  Consultant

  Implemented and customized enterprise .NET software applications for large financial services firms throughout North AmericaApplication design, data modeling, software development, testing and system integration.

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  Sungard financial systems

  Oct 2007 - Oct 2012

  Senior manager

  Professional Services consultant for private equity firms, endowments, insurance companies, family offices looking to implement Investran software or enhance the software. Domain expert for credit and bank debt investment amortization, partnership accounting waterfalls, hybrid fund sidepocket allocations, and complex fund structure accounting.

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  Sei

  Oct 2012 - now

  Specialist investment manager services

  SEI Investment Manager Services Solutions•Client delivery of new systems, optimal outsourcing model, reporting, and systems integrations•Planning and analysis for the unit’s strategic solutions for alternatives clients and operational efficiency•Define strategy and planning including marketing assessment, market research, competitive analysis and global positioning.•Provide solutions packaging and expertise to alternative fund managers and institutional investors•Guide industry best practices (ILPA) for reporting and efficiencies•Support technical sales process as subject matter expert on alternatives technologies•Direct vendors and internal product software on the design, delivery and maintenance of the solutions Show less