• Responsible for all aspects of Client Performance reporting for UHNW Foundations andEndowments group with an average Client Market Value of $150 Million• Subject matter expert regarding the performance system, return research and mathematical recalculation, and operating procedures for the Performance Reporting Team• Developed return research procedures and mathematical return calculation workbooks for the Performance Reporting Team• Created and presented calculation training modules for the Performance Reporting Team• Established and owns various risk identifying and minimizing processes, procedures, and audits• Facilitated performance reporting on-boarding for complex UHNW clients, including the retention of prior performance history and ensured reporting continuity• Individually converted the majority of UHNW’s clients (across all regions) from various reporting schemas to one standardized schema• Managed on-boarding training for Junior and Senior Analysts

• Maintained Global Investment Performance Standards (GIPS) compliant composites for Cavanal Hill’s 27 investment strategies, worth $4.8 Billion, involves determining which accounts enter and exit based on company’s policies and procedures, monthly return calculations, and generation of quarterly GIPS compliant presentations.• Managed all necessary documentation for all of Cavanal Hill’s individual accounts to maintain claim of GIPS compliance.• Developed currently used procedures for account documentation.• Administrated the population of 12 external consultant databases with various Cavanal Hill strategies.• Served as data source for sales Request for Proposal (RFPs) and Request for Information (RFIs) regarding Cavanal Hill’s assets, strategy statistics, and returns.• Assisted in Cavanal Hill’s 2006 initial claim of GIPS compliance.

• Implemented Portia Perform performance measurement system, which generates performance for all BOK Financial investment accounts worth over $18 Billion (includes accounts with Bank of Oklahoma, Bank of Texas, Colorado State Bank and Trust, Bank of Albuquerque, Bank of Arizona and Cavanal Hill).• Co-administrator for Portia Perform system. • Acted as liaison between portfolio managers and previous externally housed performance measurement system (Investment Scorecard).