Out-sourced Chief Investment Officer and investment management and operations specialist. Primarily focused on OCIO and investment management search, evaluation and monitoring consulting services for Institutional Fiduciaries, Endowments, Foundations & ERISA clients

Alternative investments business leader for the U.S. market. Responsible for raising capital through the development and sales of customized and commingled fund private market and hedge fund investment solutions for institutional investors across wealth, retirement, and not-for-profit sectors.

Leadership of a 20 person national consulting practice that provides comprehensive investment management governance, operations, and risk management due diligence and advisory services. The group provides consulting to institutional asset managers and fiduciaries of pensions, foundations, and endowments focused on governance models and risk control structures, investment operations, and transaction costs and counter-party/service provider risk assessment. Responsibilities include development of new services, leading consulting engagements, sales and marketing, and overall team leadership of the Mercer Sentinel Americas group.

Leadership of the investment and risk management team and due diligence process for AAM, a hedge fund of funds with $700 MM AUM and 60+ different hedge fund investments. Responsible for portfolio construction, portfolio risk management and manager due diligence.

Promoted to lead a 150 person international treasury team responsible for managing balance sheet and funding strategies for all Ford Motor and Ford Credit affiliates in Europe, Central and South America, and Asia. Planned and implemented balance sheet strategies including secured and unsecured borrowing, management of local bank relations, and internal debt and equity funding. Monthly/annual review of balance sheets, income statements, and financing plans for all global affiliates with Ford Motor Corporate CFO. Managed global rating agency relationships.

Finance / CFO Rotation - Multiple roles:Director, Ford Credit Funding Strategy – Ford TreasuryResponsible for the development and implementation of the overall funding and liquidity risk management strategy for Ford Motor Credit Company ($150 billion balance sheet at the time) and management of the corporate relationship with credit rating agencies Ford Credit Global Risk Management - Originations, Collections and FundingResponsible for developing consumer credit risk modeling (credit risk and behavioral scoring models) and loan origination and collections strategies as well as integrating risk and loan performance forecasting data with asset-backed funding activitiesLincoln Mercury Controller and Director of Ford and Lincoln Mercury Pricing Responsible for Ford Motor Company vehicle pricing and finance support for the Lincoln Mercury sales division

Responsible for creating and managing an integrated enterprise risk management function that evaluated and managed total corporate (global) foreign exchange exposure, interest rate risk (including Ford Credit), commodity exposure, counterparty credit risk, and all corporate insurance programs. Derivatives hedging book exceeded $200 billion notional.

Managed the Market Risk team. Team calculated, monitored, and limited the market risks generated from all North American proprietary trading activities including interest rate, equity, FX, and credit derivatives as well as emerging markets and high yield bond trading; loan and distressed debt trading; and commodities trading. Evaluated bank asset/liability management.

Evaluated and assessed the risk management group including implementation of VAR methodology, valuation model testing, market and credit risk limit development and monitoring, and quantification and mitigation of Operational risk. Evaluated compliance with BIS Capital Standards including use of internal models

Group manager and bank examiner specializing in investment and trading risk management and controls, asset/liability management, and investment portfolio management.

Managed a portfolio of equities options, evaluated present and projected portfolio risk using option pricing models and developed hedged (delta neutral) option positions that capitalized on discrepancies in option volatility term structure and skew. Member of the Chicago Board Options Exchange (CBOE).