Work as portfolio manager and relationship lead for a multi-family office focused on ultra-high-net-worth families• Primary responsibility for leading FDC’s private equity fund-of-funds business; overseeing seven fund strategies comprising approximately $200million in aggregate commitments• Source, screen, evaluate, and diligence wide variety of GP strategies for suitability in FDC diversified funds• Participate as voting member of FDC’s Investment Committee, implementing investment decisions across asset allocation, equity, fixed income, liquid alternatives, and private market strategies• Manage client engagement alongside trust, estate, and client service colleagues in team coverage model. Build relationships with over thirty client families across multiple generations. Provide investment and performance reviews alongside market outlook and commentary; provide wide array of wealth planning and advice, aligning client’s financial strategy to fit their life goals• Direct business critical internal initiatives, managing broader team participation to implement strategic priorities. Recent projects include: executing an upgrade / transition of portfolio accounting systems; facilitating firm rebranding and new website launch; building customized client reporting tools to streamline client content creation

Worked as relationship manager to Affiliate senior management and primary AMG lead for Affiliate engagements• Managee relationships with key executives and senior partners across multiple AMG Affiliates (boutique investment management firms), spanning varied firm investment disciplines, sizes, geographies, and target client segments• Provided strategic and tactical support to Affiliates across all facets of business management• Directed a broad array of Affiliate projects, coordinating with Affiliate senior management and directing AMG functional team efforts (e.g. Finance, Tax, Legal, Global Distribution) to drive implementation• Negotiated and implemented a wide variety of Affiliate transactions including equity incentives, lift-out acquisitions, investment strategy launches, new market entrances, and corporate restructurings

Provided project management / execution for Citi’s internal Mergers & Acquisitions team• During market upheaval in the financial services sector, covered a broad range of transactions, including transformative acquisitions, small and mid scale acquisition and divestiture deals, Citi’s corporate restructuring, government TARP investment, and the Citi Preferred Exchange offer• Developed detailed valuation and M&A models for Citi’s senior management and board of directors• Modeled hypothetical transformational transactions for Citi CEO’s discussions with competitors and regulators• Managed relationships between both business partners and transaction counterparties• Coordinated deal execution process between specific business managers and corporate functional experts, including capital markets, accounting policy, tax, treasury, human resources, operations and technology

Citi’s CFO-sponsored leadership rotational program (3 leadership rotations)Corporate Strategy and M&A: Financial Structuring Group (Corporate) – New York, NY• Worked as a fully functional member of Financial Structuring team, taking ownership of M&A valuation and merger models for acquisition and divestiture deals across multiple business sectors and geographiesRisk Treasury (Citi Markets & Banking) – Sydney, Australia• Worked as an integrated team member on the money market desk in Sydney, covering banking clients’ commercial paper and cash management needs• Responsible for daily desk opening, managing multiple client interactions, and closing bank's funding position with the Reserve Bank of Australia Financial Planning & Analysis (Citi Alternative Investments) – New York, NY• Worked with the CAI Controller, Risk, and Technology departments to implement the appropriate BASEL II methodology for reporting BASEL II compliant Risk Weighted Assets for firm-wide Equity Exposures

Strategic Analyst supporting CAM’s four CIOs, supporting strategic and tactical initiatives within the organization• Developed complex quantitative product scoring methodology to present upper management with detailed assessment of product quality. Methodology was adopted for annual Balanced Scorecard report for the CEO• Facilitated communication and interaction between the investment management teams and other functional groups, including finance, marketing, sales, product development, and legal

Worked as a member of the global distribution team, working with institutional sales force and senior management to understand institutional demand and market dynamics• Developed quantitative positioning reports, using detailed analytics and industry databases, to illustrate to portfolio managers and the sales team the investment consultant viewpoint of product quality• Provided customized finals preparation analysis, offering in-depth information on specific competitors

Worked at a boutique strategy consulting firm focused exclusively on the asset management industry• Led a team to conduct a broad survey of market constituents about the growing Fund of Hedge Funds market. Co-authored a summary thought piece entitled, “Fund of Hedge Funds: Rethinking Resource Requirements” • Created an integrated distribution platform vision for a leading firm undergoing merger integration• Created long-term vision and strategic business plan for a start-up asset management firm seeking venture capital funding. Plan was delivered to venture capital firm, and resulted in the launch of the business