Participate in bi-monthly Board meetings and monthly Loan Committee meetingsShadowed all seven financial literacy classes offered by Project Prosper for the ESOL Program and submitted recommendations to alter curriculum. These recommendations were accepted and implemented for the Fall 2016 scheduleRecommended that we upgrade to a more sophisticated Loan Accounting System called Trakker. This recommendation was accepted and the new system has been installedMade substantial contributions to modify our Vision Statement

Managed a set of four Target Risk Asset Allocation funds called the Investor Funds. Grew this business to $12 billionManaged enhanced index equity funds in both US Large Cap and US Mid Cap spces. Assets peaked at $4 billionMy team managed passive equity funds in both US and International spaces. Assets peaked at $5 billionManaged equity long/short strategies. Assets peaked at $2 billion. These strategies were transferred to the New York team.Banc One merged with JPMorgan in mid-2004 and bridged years of service

Equity portfolio manager of private client separate accountsFundamental analyst for the financial sector

Fundamental US Large Cap Equity AnalystCovered Financials, Media and Entertainment, Electric Utilities