In collaboration with executive leadership, will lead the Office of Business Strategy to fully understand short-and-long-term organizational goals, conduct internal and external analysis, scenario planning, and identify creative business ideas and strategies.

Chief Investment Oversight Officer (2019-present)Lead the Investment Oversight Team to directly oversee investments and gifts. Ensure compliance with both the organizational investment policy statement and the gift acceptance policy.VP, Investment Compliance Officer (2019)Primarily responsible for review and oversight of the investment policy and the implementation of processes to support it.

Represent mid-to-senior level individuals in Accounting, Finance, Operations, Purchasing/Procurement, and Human Resources and placed them on a project & interim basis for the Akron/Canton/Youngstown/Hermitage PA region.

Manage and support the Foundation's operations in the oversight of gift processing and administration of philanthropic grants and funds.

One Year active, face-to-face consulting with small-to-mid size manufacturing company in Northeastern Ohio.

Performed analysis of financial data into rates of return for separate accounts, funds, and alternative investments across different businesses, ensuring that calculations were in compliance with industry standards.

(previously part of Citigroup Asset Management. Legg Mason acquired Citigroup Asset Management in December 2005.)Assistant Vice President, Manager, Global Performance Unit – Institutional Maintenance & Reporting (2004-2007)Supervised staff of analysts and executed the institutional processes for global affiliates. Performed audit and analysis of financial data into composite portfolio rates of return, while ensuring both integrity and accuracy. Applied Global Investment Performance Standards (GIPS) with regard to composite maintenance, reporting, assets and firm policy for both U.S. and Non-U.S. firms. Coordinated GIPS verifications with external auditors on behalf of the firm. Collaborated with internal auditors to ensure institutional processes were compliant with firm’s policies and procedures. Senior Performance Analyst, Global Performance Unit – Institutional Maintenance & Reporting (2001-2004)Performed audit and analysis of financial data into composite portfolio rates of return, while ensuring both integrity and accuracy. Applied GIPS with regard to composite maintenance, reporting, assets and firm policy.

Assisted in the creation and preparation of firm’s marketing material and client presentations. Provided performance measurement and evaluation services to private clients. Performed audit and analysis of financial data into portfolio rates of return.

Provided third party performance measurement and evaluation services to the trustees of pension, defined contribution, and foundation plans. Performed audit and analysis of financial data into composite portfolio rates of return.