Co-manage $26+ Billion in assets across a broad spectrum of fixed income products.

Director, Fixed Income Product Specialist Worked within the Portfolio Management Group to develop BlackRock’s fixed income portfolio strategy with a focus on multi-sector and government related products. Accompanied institutional sales teams and retail wholesalers to educate prospective retail and institutional clients about all aspects of BlackRock’s fixed income philosophy, process, outlook and positioning.• Instrumental in integrating Client Portfolio Managers into BlackRock investment teams following the merger of BlackRock and Merrill Lynch Investment Management.• Led development of new monthly fixed income market newsletter designed to update retail brokers as to the current positioning and outlook of BlackRock fixed income teams.• Revised process by which quarterly market commentaries are created to more accurately communicate BlackRock mutual fund performance including detailed attribution.• Worked with portfolio management and product development to expand BlackRock investment. offerings. Most recently co-lead the kick off of the new BlackRock Strategic Income Opportunities Fund.

Senior Vice President, Senior Portfolio Manager/Taxable Fixed Income Group LeaderResponsible for all aspects of investment grade taxable fixed income products - developing and instituting investment policy; managing credit research team; overseeing the trading desk. Delivered presentations to Mutual Fund Board of Directors and periodic institutional client updates/new business presentations. Investment grade team budget: $2.5MM; assets under management: $1.5B - Retail Mutual Funds, Institutional Pension Plans, Endowments. Reported to Chief Investment Officer and to President on special projects. • Developed investment platform capable of managing triple the assets without additional staff or costs.• Spearheaded effort to grow fixed income investment to diversify and lower volatility of Firm’s income stream.• Imported proven investment philosophy which became the foundation for a range of investment grade products.• Realigned fixed income performance composites to accurately reflect investment style and to benchmark account performance against appropriate objectives.• Recruited, built, and led investment grade team; initiated team concept which fostered genuine debate regarding investment decisions and led to substantially increased performance.• Collaborated with compliance manager and systems support to create portfolio management and trading systems which become the template for other fixed income teams (High Yield and Municipals).• Championed aggressive new philosophy – four factor approach, i.e., duration; curve; sector; security – which delivered positive risk-adjusted performance return.

Senior Portfolio ManagerManaged/Co-Managed Institutional Core fixed income strategy - mutual funds (Touchstone Standby Income Fund and Touchstone Core Bond Fund), total return insurance portfolios, and third party pension plans. Traded credit and government sectors of portfolios. Played key roles in development of new products and building client relationships through new business presentations and client performance reviews. Reported to President.• As team co-leader, developed market outlook and investment strategy which delivered investment returns consistent with client expectations.• Developed, managed, and marketed Ultra Short and Limited Maturity products.• Consulted with Western Southern Life (parent company) senior management regarding investment specifics, i.e., transaction pricing and investment of proceeds of “DECS” transaction through Salomon Inc., which provided for return of capital from downstream holding company. • Performance indicators: Touchstone Standby Income Fund rated 5 Stars by MorningStar, 1999; listed in WSJ “Best Performers” 6/7/99; regularly ranked top-quartile CDA/Wiesenberger. Other, non-mutual-funds enjoy strong 1-, 3- and 5-year track record.

Portfolio Manager (1992 – 1994)Responsible for management of “WRAP” accounts distributed broker/dealers and Banque Nationale de Paris. Controlled team accountable for portfolio construction/trading, reconciliation, and performance measurement. Total assets managed: $450MM, with additional $1B under joint control.• First in Firm to be promoted from trading desk to portfolio management• Delivered performance which led to continued growth of WRAP business.• Tasked with creating and implementing policies and procedures which became the underpinnings of the WRAP product.Senior Trader (1989 – 1992)Managed six-member Fixed Income trading desk, each individual responsible for a specific market sector. Held primary trading responsibility for corporate, ABS, and Treasury sectors. Coordinated soft dollar activity; directed trade flow and dealer volume. Supported portfolio managers in identifying relative value within market sectors. Served in Assistant Portfolio Manager’s role.Fixed Income Trader (1986 – 1989)Traded various market sectors including money markets, municipals, ABS, Governments, and corporate bonds. Learned nuances of each market segment which laid the groundwork for identifying cross-sector and intra-sector relative value. Maintained technical models used in portfolio management specifically as related to duration and yield-curve management.