• Portfolio manager of Mid Cap equity portfolio with emphasis on reasonably priced growth stocks.• Directs all fixed-income investments in investment grade corporate bonds and treasuries in balanced accounts while evaluating client income and liquidity needs.• Conducts thorough fundamental and technical analysis using a wide variety of research sources to develop recommendations, partnering with senior team members to review potential investment opportunities and make buy/sell decisions.

• Recognized for outstanding performance and frequently exceeding quarterly bonus level recovery goals while working independently with minimal supervision. • Reviewed and analyzed payments and adjustments by health insurance companies on patient accounts, quickly learning and navigating multiple data systems and software programs to obtain and evaluate relevant data and records.• Performed detailed, in-depth contract review between hospitals and insurance companies, evaluating and analyzing payments and researching appropriate coordination of benefits issues for multiple-payer incidents.

Attractions attendant at Vail - 2008/2009 ski season.