Experience

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  Hsbc investments

  Apr 1996 - Apr 1998

  Senior marketing associate

  Worked with management and investment professionals to analyze and disseminate portfolio attributes.Senior Marketing Associate - Performance and Statistics 1997 - 1998- Interacted with senior management and portfolio managers to analyze portfolio returns and enhance management.- Supervised the U.S. performance and statistics reporting team including strategy to become AIMR compliant.Marketing Associate - Performance and Statistics 1996 – 1997 - New York representative for design, testing and enhancement of global marketing database and attribution system.- Streamlined monthly and quarterly reporting of results for corporate clients Show less

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  Federal reserve

  Apr 1998 - Nov 2004

  Senior research analyst

  Advanced through several high profile positions from bank analyst to insurance analyst to senior investment analyst. Assisted in the management of over $9 Billion pension plan reporting to FOMC membersSenior Investment Analyst 2000 – 2004- Interviewed and selected prospective managers for final presentation to Committee composed of Federal Reserve Governor, three Presidents and one First Vice President- Prepared quarterly analysis of balanced accounts to assess asset allocation, equity and fixed income strategies- Presented to the Committee on all aspects of the Defined Benefit ($5.7 billion) and Defined Contribution ($3.4 billion) plans to assist Committee in satisfying fiduciary duty - Responsible for the investment of $2.3 billion Fixed Income Fund through GIC contracts- Prepared investment policies and proceduresInsurance Analyst 1999 – 2000 - Analyzed quarterly and annual financial results of insurance companies and prepared written analyses for senior bank management comparing results to peer group- Received Presidents Award for Excellence for the establishment of the insurance analysis and monitoring programBank Analyst 1998 – 1999 - Selected for special committee reporting to the Board of Governors to assess foreign country transfer risk. Consulted with Money Center economists and country officers to develop ratings based upon fiscal, economic and political situation. Presented findings to upper-level management and invited to rejoin committee Show less

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  Hsbc investments

  Dec 2004 - Apr 2007

  Vice president, research supervisor

  Supervised staff responsible for researching investment managers of US equity and fixed income mandates. Managed relationships with internal and external clients and created products for distribution.Vice President – Research Supervisor, Multimanager 2006 – 2007- Managed the New York research staff including one senior and two research analysts and oversaw operating budget.- Active participant at Local Management Committee and Fiduciary Risk Committee.- Developed research agenda with Global Team Leaders and Global Head of Research.- Partnered with Private Banking, Brokerage, Personal Financial Services and Pension Committee to explain and proactively promote the investment platform and address questions and concerns.- Managed relationships with 30 investment firms to ensure multiple programs were properly administered.Vice President - Senior Research Analyst, Multimanager 2004 – 2006 - Supported Chief Investment Officer by preparing monthly and quarterly reports for oversight committees- Consulted with clients to ensure programs met goals, reported results and discussed alternatives- Responsible for investment aspects of all solutions provided to client and customer groups including design, regular review of portfolio managers and providing asset consulting services- Prepared quantitative and qualitative analysis on prospective managers and produced written research analysis for presentation to regional and global investment committees- Member of regional and global investment committees that reviewed portfolio managers and programs- Supported global Multimanager regional teams with research and recommendations on US managers- Enhanced mutual fund wrap program by working with distribution unit to create an open architecture structure Show less

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  Johnson & johnson

  May 2007 - Sept 2008

  Director, us pension funds

  Administered the US Pension Plans, leading the oversight of over $13 Billion while managing the relationships with over 20 investment managers and the internal investment committee. Led the investment of a $1 Billion Fixed Interest Fund- Developed and implemented strategies for the management of Defined Benefit ($5.8 Billion) and Defined Contribution ($7.3 Billion) plans. Coordinated with the Assistant Treasurer, Pension Funds to recommend investment policies and strategies to Senior Financial Management- Analyzed existing and potential manager styles and risk and return alternatives for use in long-term planning- Managed relationships with 23 investment managers to ensure proper investment of Plan assets. Negotiated investment management agreements including fee schedules and guidelines- Developed investment strategies and managed investments for the Defined Contribution plan’s Fixed Interest Fund ($1.3 Billion). Investments included traditional insurance company GICs as well as alternative stable value products- Managed investment and operational risks associated with overseeing a master trust of commingled Defined Benefit and Defined Contribution assets of multiple plans Show less

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  Independent fiduciary services

  Feb 2009 - Jul 2010

  Vice president - fiduciary decision-making

  Managed client relationships and oversaw investment team providing fiduciary advice and decision-making to Pension, VEBA and 401(k) plans- Managed client relationships, providing fiduciary services on employer stock, to Pension, VEBA and 401(k) Plans- Acted as team leader managing projects to accept a contribution into a Pension or VEBA, determined resources needed and coordinated investment committee meetings and determinations- Led team of investment analysts managing employer securities on an ongoing basis for plans, including determining when and how to sell the securities- Oversaw production of quarterly investment reports for clients- Researched, selected and negotiated with outside professionals assisting IFS in providing investment advice- Coordinated RFP responses to serve as fiduciary decision-maker Show less

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  Dun & bradstreet

  Jul 2010 - Jun 2016

  Director-trust investments

  Responsible for the investment of the US pension plans, leading the oversight of $2 Billion while managing the relationships with an internal investment committee, investment managers, consultants, actuaries and other service providers- Develop investment strategy and portfolio structure recommendations for senior management and investment committee responsible for the Defined Benefit (DB, $1.2 Billion) and Defined Contribution (DC, $1.0 Billion) plans- Oversee and manage external investment managers, trustees, legal, audit and other advisors to monitor manager compliance, formulate derivative policies and develop investment manager guidelines- Research and recommend the hiring and termination of equity and fixed income investment managers. Conduct external manager searches by meeting with chief investment officers, portfolio managers and research analysts- Lead DB investment consultant in formulation of asset liability study on dynamic asset allocation. Communicate results of study and present to investment committee for adoption- Formulate plan, including funding and asset allocation options and implications to pension income, to super-fund (110% of liability) defined benefit plan- Manage relationships with 20 investment managers to ensure proper investment of Plan assets. Negotiate investment management agreements including fee schedules and guidelines- Advise the non-US subsidiaries in developing and implementing pension fund investment strategies- Assist with the financial analysis and oversee the actuarial assumptions used for funding purposes and select appropriate assumptions for liability measurement, financial reporting and SEC disclosure Show less

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  Aon

  Jul 2016 - now

  Associate partner - investment program manager

  • Oversee the execution of the Defined Benefit (DB) investment strategy including working with actuary and policy team in building an asset-liability study, de-risking, hedge and credit path management and asset allocation. Coordinate efforts of investment committees, client staff, trustees/custodians, actuaries, external investment managers, and Aon portfolio management, operations, and trading teams.• Work with client investment committees to develop investment strategies and policy documents, implement multi-asset portfolio solutions, oversee investment managers (including contracting and hire/fire decisions), monitor glide path and liability hedging ("LDI") pension risk management strategies, and report on market conditions, funded status progress, and portfolio performance.• Manage client pension portfolios through various transactions and liability settlement events: plan spin-offs, mergers, terminations, lump sum windows, and annuitizations. Work with portfolio managers to build hedging strategies to meet plan-specific liability duration profile -- with commingled credit and government bond funds, custom benchmark separate accounts, and futures overlays and other derivative strategies.• Manage junior staff to ensure quality presentations are created to ensure committee meetings convey the desired information and fiduciary oversight is managed. Show less