Experience

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  Dorn, helliesen & cottle

  Jan 1992 - May 1995

  Associate

  Served as junior consultant involved in all aspects of investment consulting including investment policy guidelines, asset allocation, manager selection, manager structure, manager evaluation and special projects.

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  Barra, inc.

  May 1995 - Feb 1996

  Consultant, equity services

  Provided client service on BARRA's equity products to institutional investors.

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  Watson wyatt investment consulting

  Feb 1996 - Mar 1998

  Consultant

  Served as lead consultant to 15 clients providing investment policy guidelines, assets allocation, manager structure, manager selection, manager evaluation and special projects.

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  Nicholas applegate

  Mar 1998 - Oct 1998

  Vice president

  Served at consultant relations professional.

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  Back bay advisors

  Oct 1998 - May 2000

  Vice president

  Responsibilities included new business development and client service in the Western US. Back Bay Advisors was a boutique fixed income manager owned by Natixis and merged into Loomis Sayles.

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  Mellon capital management

  May 2000 - Apr 2003

  Vice president

  Responsibilities included new business development and client service in the Western US. Mellon Capital is a pioneer in indexing and quantitative investment management.

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  Whv investment management, inc.

  Apr 2003 - Feb 2013

  Executive vice president

  Played a key role in executive management and strategic planning; served as a member of the Board of Directors, Executive Committee, Strategic Planning Committee, Management Committee and Pension Committee.Led sales and marketing efforts growing the firm’s assets from just over $3 billion to a peak of $18 billion; recruited exceptional sales professionals; led the launch of the firm’s International Equity and Emerging Markets mutual funds.

• 

  Romrell capital, llc

  Jan 2013 - now

  Private investor

  Focused on managing personal investments.