- Management and oversight of all City and Denver International Airport fixed income portfolios, $7 billion in assets under management. - Credit analysis and monitoring of all issuers allocated within managed portfolios. - Direction and guidance for the Chief Financial Officer's Investment Advisory Committee.- Analysis of annual budget projections for portfolio income and cash flow forecasting.- Serve as Vice Chairman on the Deferred Compensation Retirement Board.- Review of investment program governing documents.

The City and County of Denver offers a 457(b) Deferred Compensation Plan (Summit Savings Plan) to City employees. The Summit Savings Plan is a savings vehicle available for City employees to assist in long term retirement needs. Summit Savings Plan participants can choose to elect either pre-tax or after-tax (ROTH) contributions in an array of investment choices from Nationwide up to the specified IRS contribution limits.

- Researched asset allocation strategy and model attribution analysis for internally managed portfolios, $2 billion in assets under management. - Implemented global equity and fixed income model allocation re-balancing within all tactical portfolios. - Managed quantitative U.S. equity portfolios. - Supported and presented performance and vital reporting to multiple distribution channels.

- Performed securities analysis, financial reporting, and quantitative valuation variance and risk analytics. - Supported accounting and financial system operations. - Interfaced with upper management, compliance, fund accounting, and financial reporting to research complex securities/derivatives held in managed funds.

- Performed financial analysis, daily cash management, and reserve requirement analytics. - Prepared and presented variance and valuation board reports to executive management. - Calculated liquidity requirements based on pledged collateral securities for CMO, MBS, and Municipal portfolios. - Recorded general ledger entries, reconciliation, and Sarbanes-Oxley procedural testing of all subsidiary accounts. - Successfully executed month end processes for 6 subsidiaries.

- Created models to enhance risk management. - Processed and recorded annuity and mutual fund sales. - Developed relationships with internal partners to ensure efficiency and accuracy.