Johnson Graduate School of Management at Cornell University
Visiting Lecturer of Finance
Bear Stearns Asset Management Jun 2005 - Aug 2007
Vice President
O’shaughnessy Asset Management, Llc (Osam.com) Jun 2005 - Aug 2007
Co-Chief Investment Officer
Oracle Oct 2001 - Aug 2003
Director
Bertelsmann Nov 1999 - Sep 2001
Director
Education:
Columbia University In the City of New York Sep 2005 - Sep 2007
Masters, Master of Arts, Mathematics, Finance
Cornell Johnson Graduate School of Management 2003 - 2005
Master of Business Administration, Masters, Management
Colgate University 1990 - 1995
Bachelors, Bachelor of Arts, English
Skills:
Equities Portfolio Management Investments Mutual Funds Asset Management Valuation Finance Leadership Alternative Investments Hedge Funds Management Strategy Financial Modeling Investment Management Investment Strategies Research Fixed Income Statistics Asset Allocation Bloomberg Equity Research
First American Title
Vice President Business Transformation
Barclays Investment Bank
Assistant Vice President and Test Engineer
Nationwide Insurance Oct 1, 2014 - Dec 9, 2016
Chief Product Officer - Nationwide Pet Insurance at Nationwide Insurance
Nationwide Insurance May 2014 - Oct 2014
Director of Wellness and Financial Products
T-Mobile Dec 2013 - Apr 2014
Senior Analysis Manager
Education:
Gw Investment Institute 2000 - 2002
Master of Business Administration, Masters, Business Administration, International Business
University of Washington 1994 - 1998
Bachelors, Bachelor of Arts, Psychology
Middle Tennessee State University (Mtsu) 1995 - 1998
Skills:
Competitive Analysis Financial Analysis Insurance Pricing Property and Casualty Insurance Product Management Analytics Competitive Intelligence Management Cross Functional Team Leadership Financial Modeling Analysis P&L Management Marketing Business Strategy Business Analysis Risk Management Liability Negotiation Underwriting General Insurance Commercial Insurance Casualty Public Affairs Financial Forecasting Data Modeling Strategic Negotiations Presentations Presenter Public Relations Software Development C# C++ Embedded Systems Testing Test Automation Operating Systems
Charles Schwab
Managing Director-Compliance
Bank of America Aug 2010 - Dec 2011
Vice President Corporate Audit
Assent Inc. May 2007 - Aug 2010
Regional Compliance Manager and Osj Principal
Ubs Apr 2000 - Apr 2007
Broker and Trader
Griswold Company Sep 1997 - Mar 2000
Director and Sales Trader
Education:
Boston University 2011
Master of Science, Masters
Marylhurst University 2007 - 2009
Bachelors, Bachelor of Science, Leadership, Business
Skills:
Certified Anti Money Laundering Specialist Aml Compliance Banking Internal Audit Policy Trading Series 7 Series 63 Series 9/10 Series 4 Series 24 Series 55 Financial Services Securities Equities Capital Markets Investments Asset Management Ofac Options Usa Patriot Act Internal Controls Equity Trading Fraud Financial Markets Financial Regulation Proprietary Trading Investment Advisory Securities Regulation Wealth Management Financial Analysis Broker Dealer Kyc
Jacksonville Heights Elementary School Jacksonville FL 1984-1985, Bel Aire Elementary School Gulfport MS 1985-1987, Klondike Lane Elementary School Louisville KY 1985-1987, Agat Elementary School Agat KS 1986-1987, Pass Road Elementary School Gulfport MS 1987-1988, Goldsmith Lane Elementary School Louisville KY 1987-1990, Myers Middle School Louisville KY 1990-1993