Experience

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  Galileo weather risk management

  Jan 2010 - Jan 2010

  Intern

  • Internship in New York City for a weather risk management firm with significant presence in Australia, Western Europe, and the United States. • Learned the basics of the general Weather Derivative Market as well as the different products offered based on different weather variables and options. • Involved with pricing deals with Atunga and other dominant Australian Power Companies. • Prepared proposals for prospects (NFL/Super Bowl 2014 and Six Flags.)• Constructed pricing worksheets from existing weather history for the Colombia River in Washington State.• Attended customer meetings with potential investors. Show less

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  Dch advisors

  Jun 2011 - Aug 2011

  Intern

  • Worked as a Junior Consultant on projects for New York City based clients. • Assisted with payroll input, which included bonuses, salary adjustments and terminations using Ceridian Systems.• Audited transactions for accuracy utilizing Excel.

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  Ubs financial services, inc.,

  Jun 2011 - Aug 2011

  Intern

  • Assisted Financial Advisors and Client Service Associate within The H and H Group Wealth Management with current and prospective clients.• Organized portfolio strategies using Excel, Morningstar and SPDR’s portfolio analyzer creating spreadsheets demonstrating graphical representations of portfolios along with portfolio proposals. • Attended meetings with potential wholesalers discussing new fund ideas and other financial service products.• Prepared research on companies to help financial advisor structure a new portfolio for use with clients in the firm's discretionary portfolio management program. Show less

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  Finpro, inc.

  Jun 2012 - Jul 2012

  Intern

  • Worked with Managing Directors analyzing community level banks, primarily with financial highlights, balance sheets and income statements focusing on evaluating banks for improvement and growth.• Visited multiple clients’ banks to see firsthand daily Bank Operations and Loan Operations.• Prepared Enterprise Risk Management and Asset Liability Management models in Microsoft Excel and linked them to Microsoft PowerPoint for quarterly reports to client banks. • Researched and presented a project to upper management on prepayment speed changes of Mortgage Backed Securities based on deviations in the market rate for future use with mortgages and loans. Show less

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  Isam (international standard asset management)

  Oct 2012 - Mar 2014

  Operations and fund accounting

  Operations & Fund Accounting analyst responsible for the implementation of the fund operations and fund accounting functions for the company across a range of managed futures and quantitative style funds. • Independently perform daily “t+1” trading reconciliation of trading positions and cash accounts• Interact professionally with internal teams, investment managers and prime brokers to resolve questions and reconciliation differences• Preparation and review of internal performance estimates by reconciling between the company and prime brokers and counterparties• Perform FX hedging function on a share class level and on a non-US dollar trading balances within the Master accounts• Analytical review of daily and monthly results• Generation and review of daily and monthly reports including broker commissions, interest, margin and performance statistics• Support client relations and marketing in the production of monthly reports, newsletters and other materials• Support the selection and monitoring of all Fund service providers, including on-site due diligence visits• Monitoring and review of the Administrator’s daily and month end reconciliation process to ensure compliance with agreed upon service levels• Cash management including accounts payable, counterparty margin and trade settlement, and movements between Master Feeder structure to ensure compliance to company and fund policy and procedures• Review and verification of independent administrator to clear breaks with commissions, trades, cash movements and other functions of the fund and the funded managers. Worked to identify and resolve issues for month end valuations.• Monitoring and review of the Administrator’s daily and month end reconciliation process to ensure compliance with agreed upon service levels• Facilitate the on-boarding process between new managers and ISAM to ensure they have everything completed internally, and with prime brokers, to start live trading. Show less

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  Dch advisors

  Apr 2014 - now

  HRIS and Payroll Consulting• Experienced in supporting various DCH Advisors’ clients in Dayforce HCM benefits, human resources and payroll modules during and after implementation of the product.• Supported clients as a project manager during implementations to ensure diligent testing is completed, client's system is properly configured based on specifications and the go live date is successfully reached.• Developed, executed, and documented comprehensive test scenarios for multiple clients implementing the Dayforce HCM system.• Processed hourly and salaried payrolls for weekly, bi-weekly, semi-monthly and monthly periods on the Dayforce HCM system.• Served on a team of liaisons working between client and Dayforce project team during the implementation process to ensure the projected go live date was met.• Created documents and trained recently hired benefits and human resource employees who are new to the Dayforce HCM product. • Actively assist in troubleshooting issues and help create best practice procedures for clients using the Dayforce HCM product.• Developed and created custom Ad Hoc reporting, as well as HCM audit reports. Show less

  • Chief Operating Officer

    Nov 2022 - now

  • Consultant and Business Development Lead

    Apr 2014 - Oct 2022