Strategy and Growth• Scaled the investment management division with portfolio growth from $500 million to $20 billion of AUM• Formulated investment strategies to prudently position both domestic and global assets • Devised macroeconomic outlooks and projected impact to financial markets and to the portfolio• Optimized portfolios cash flows of over 150 entities consisting of subsidiaries and trusts with their own investment guidelines and coordinated with the various finance… Show more Strategy and Growth• Scaled the investment management division with portfolio growth from $500 million to $20 billion of AUM• Formulated investment strategies to prudently position both domestic and global assets • Devised macroeconomic outlooks and projected impact to financial markets and to the portfolio• Optimized portfolios cash flows of over 150 entities consisting of subsidiaries and trusts with their own investment guidelines and coordinated with the various finance executives Leadership and Change Management• Maintained client relationships and designed their portfolios to meet their changing income needs, risk tolerances, and compliance limitations• Created and managed the investment portfolios of two other publicly traded companies, Maiden Holdings ($5 billion) and National General ($4 billion) earning investment management fees.• Reviewed and updated corporate investment guidelines with legal and investment committees• Cultivated strong, reliable, and dependable relationships with 30+ brokers and dealers across the Street• Chaired monthly investment review meetings in Bermuda officeOperations and Compliance Management• Organized trade process from execution through allocations, settlement, and reporting• Developed procedures to monitor compliance with regulatory and internal policies• Established and managed middle office team to handle increased transactions• Reported quarterly performance and portfolio review and advised the investment committeesFinancial Instruments and Markets• Transacted in excess of $20 billion in annual trading volume across asset classes• Earned approximately $1 billion of outperformance above Bloomberg Aggregate Bond Index • Curated a diversified portfolio with a broad scope of floating/fixed rate products in Corporate Bonds, Callable Agencies, Agency-MBS, Agency and non-Agency CMBS, Municipals, US and Foreign Government Bonds, Supranationals, High Yield, Equities, Repo, and Commercial Paper Show less

• Participated in the formation of the Hedge Fund, met with Prime Brokers• Marketed the fund, created brochures, and explained fund strategy to investors • Created real-time monitoring formulas to manage returns and performance• Analyzed investment opportunities in Long and Short equity positions• Traded all equity and option positions and kept current on trading platform systems• Attended investor conferences and tours to best understand investment… Show more • Participated in the formation of the Hedge Fund, met with Prime Brokers• Marketed the fund, created brochures, and explained fund strategy to investors • Created real-time monitoring formulas to manage returns and performance• Analyzed investment opportunities in Long and Short equity positions• Traded all equity and option positions and kept current on trading platform systems• Attended investor conferences and tours to best understand investment opportunities• Drafted quarterly client correspondence letters and performance reports Show less

• Prospected to identify suitable clients and built up a clientele• Customized solutions to Insurance, Annuity, Investment, and Estate needs• Achieved Executive Council status and special recognition for exceeding benchmarks