Experience

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  Eaton vance

  Mar 1996 - Feb 1998

  Broker support representative

  Primary operational support contact for over 20 key brokerage clients including Prudential, Smith Barney, and Merrill Lynch.• Handled wide-ranging broker inquiries regarding trading, operational, and performance issues on over 100 equity and fixed income mutual funds.

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  Thomson reuters

  Feb 1998 - Aug 2000

  Earnings analyst

  Managed extensive database of sell side analyst earnings and cash flow estimates on over 100 companies in the energy and transportation industries.• Ensured maximum data integrity through financial statement examination, statistical analysis, and daily interaction with security analysts and investor relations representatives.• Implemented strict protocol on allowable EPS calculation methodologies; resulted in highly effective and useable data sets for clients.

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  Cabot money management

  May 2002 - Sept 2002

  Equity research associate

  Five month internship working within the portfolio management team to identify, research, and present US mid & small cap investment recommendations.• Conducted detailed analysis of equity investment opportunities in wide range of sectors by performing in-depth industry assessments, DCF modeling, and comparables evaluation. • Presented and defended investment analysis/recommendations during weekly meetings with two senior portfolio managers and Chief Investment Officer of the firm.

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  Bny mellon wealth management

  Nov 2002 - Oct 2007

  Asst vice president / portfolio officer

  Managed $300 million in planned giving assets using a disciplined investment approach. Utilized both traditional and non-traditional investment vehicles for the objective of increasing returns while minimizing risk.• Created operational road map that allowed 7 of Charitable Solutions’ largest clients the ability to invest charitable trust assets in their endowment pools; required significant modeling and understanding of client accounting requirements. Endowment investment option has significantly benefited non-profit clients in fundraising efforts.• Played leading role in working group designing new online client interface; lobbied and secured specific requirements deemed essential to our unique non-profit client base. • Enhanced business revenue by facilitating the transition of 20 acquired clients onto the BNY Mellon strategic product architecture. Show less

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  Bny mellon wealth mgmt

  Nov 2007 - now

  Senior portfolio officer

  Manage endowment, foundation, and planned giving investment programs for many of the largest and most sensitive clients within the BNY Mellon Charitable Solutions business. Collaborate with institutional clients and their investment consultants to design, implement, and monitor global multi-asset class investment portfolios. • Manage over twenty client investment programs totaling approximately $800M in assets, including two clients with $100+ million in assets and five clients with over $50 million in assets.• Deliver presentations to trustees, investment committees, CIOs and CFOs on financial market conditions, macroeconomic trends, portfolio positioning, and investment performance. • Play lead role in representing the Charitable Solutions team in new business development efforts. • Establish increased team visibility in planned giving industry by delivering presentations at industry events including October 2013 Planned Giving Group of New England (PGNE) Conference and BNY Mellon Charitable Solutions Client Conference, as well as by co-authoring white paper featured in Planned Giving Today that detailed risks of rising interest rates on gift annuity programs. Show less