Summary

Senior Investment Management and Finance Executive with over 15 years experience in asset management, insurance, and banking industries. Consistent record of leveraging strengths in analysis, problem-solving, leadership, and sound judgment to achieve superior results.

Work History

Work History
Aug 2006 - Sep 2008

Vice President / Portfolio Manager

ING Investment Management
Portfolio Manager for investment grade corporate synthetic CDOs. Structured and managed synthetic collateralized debt obligation (CDO) tranches for both ING and third-party investors.
Sep 2002 - Aug 2006

Senior Credit Analyst

ING Investment Management
Senior credit analyst for $20+ billion corporate bond portfolio. Sectors covered included consumer products, aerospace/defense, capital goods, building materials and healthcare.
Mar 1999 - Aug 2002

Portfolio Manager

ING Investment Management
Portfolio manager responsible for portfolios with assets of over $40 billion across fixed income sectors including investment grade and high yield public bonds, MBS, ABS, CMBS, private placements, and commercial mortgages. Managed relationship between ING Investment Management and ING owned life and annuity companies.
May 1997 - Feb 1999

Analyst

ING Investment Management
Developed and produced monthly and quarterly analytical reports for $25 billion fixed income portfolio. Analyzed interest rate risk, credit risk, and diversification. Performed scenario analysis and comparisons versus relevant benchmarks. Performed ad hoc analysis, including hedge analysis, risk adjusted return analysis, quantitative credit risk analysis, and due diligence analysis of potential acquisitions. Modeled fixed income assets and derivatives.
Jan 1996 - May 1997

Corporate Officer

SunTrust Bank
Analyzed the balance sheet of SunTrust and its affiliate banks to determine exposure to interest rate risk in various economic scenarios. Consulted with CFO’s of SunTrust affiliate banks on asset / liability management issues. Assisted in the development of the investment strategy for SunTrust Banks.
Nov 1993 - Dec 1995

Trust Officer

SunTrust Bank
Analyzed investment performance for accounts managed by SunTrust and its affiliates. Presented performance results to portfolio managers, consultants, and clients. Insured compliance with AIMR performance presentation standards.

Education

Education
2001 - 2002

MBA

1989 - 1991

BS

University of Delaware

Certifications

Certifications

Chartered Financial Analyst

CFA Institute