Responsible for oversight of about $8 billion in global investments across Private Equity, Real Estate and Absolute Return asset classes for the U.S., U.K. and Canadian defined benefit plans including performance reporting to senior management, and coordination/leadership of annual due diligence visits to investment managers. Lead research, development and implementation of revised investment and liquidity guidelines, and performance targets for global Hedge Fund and Absolute Return… Show more Responsible for oversight of about $8 billion in global investments across Private Equity, Real Estate and Absolute Return asset classes for the U.S., U.K. and Canadian defined benefit plans including performance reporting to senior management, and coordination/leadership of annual due diligence visits to investment managers. Lead research, development and implementation of revised investment and liquidity guidelines, and performance targets for global Hedge Fund and Absolute Return investments to address changing risk priorities as pension plans mature. Streamlined alternative asset annual reporting process through use of 3rd party providers to reduce department time investment Show less

• Completed 6 U.S Public Lease ABS Issuance totaling ~$8B• Led 2020, 2021 and 2022 annual renewals of Committed ABS funding facilities in U.S and Canada totaling ~$11B• Lease SME on team working on replacement of LIBOR benchmark in ABS products• Developed training presentation for DEI investment banking firms on structure and marketing of asset-backed securities • Received Special Recognition Awards from management for project leadership in facility renewals and development of… Show more • Completed 6 U.S Public Lease ABS Issuance totaling ~$8B• Led 2020, 2021 and 2022 annual renewals of Committed ABS funding facilities in U.S and Canada totaling ~$11B• Lease SME on team working on replacement of LIBOR benchmark in ABS products• Developed training presentation for DEI investment banking firms on structure and marketing of asset-backed securities • Received Special Recognition Awards from management for project leadership in facility renewals and development of the DEI Investment banker ABS training module Show less

• Manage over $30 billion across current roster of 17 fixed income managers, including performance reporting to senior management, and coordinate and lead annual due diligence visits to investment managers• Implemented and refined pension de-risking (LDI) strategy to reduce portfolio volatility while targeting sufficient returns to cover remaining service cost and eliminate funding shortfall• Received Special Recognition Awards from management for project leadership and process… Show more • Manage over $30 billion across current roster of 17 fixed income managers, including performance reporting to senior management, and coordinate and lead annual due diligence visits to investment managers• Implemented and refined pension de-risking (LDI) strategy to reduce portfolio volatility while targeting sufficient returns to cover remaining service cost and eliminate funding shortfall• Received Special Recognition Awards from management for project leadership and process improvements in asset return forecasting process/model and manager search processes• Major presentations to CIO and Corporate Treasurer on investment guideline adjustments, manager actions (hire/watch/terminate), asset mix changes, fixed income strategy• Lead 2 new Investment Manager search processes, evaluating nearly 40 managers for inclusion on US fixed income manager roster; hired and funded 4 new managers/mandates• Led department efforts as part of cross-functional team to challenge and improve economic forecasting process used by Treasury team by including divergent opinions from sources closer to financial markets • Chair monthly benefit sourcing and ad hoc asset rebalancing meetings• Managed Asset Management compliance team responses and participation in Plan Financial Statements and 10-K reporting processes for 2013.• Managed Global Equity portfolio (about $10 billion, 10 managers), executing plan to reduce public equity exposure, shift focus from active to passive management in public equities• Co-ordinate department responses to internal and external audits Show less

• Led project which completed first two Mexico wholesale loan securitizations in company history; increased local Ford Credit committed funding capacity by MXP 5 billion.• Completed first two Canadian loan facilities funded by bank issued commercial paper in company history – provided nearly CAD 1 billion in additional committed capacity.• Lead Analyst for two retail loan funding programs in 2007 & 2008, renewing over $14 billion in committed funding capacity and competing over $3… Show more • Led project which completed first two Mexico wholesale loan securitizations in company history; increased local Ford Credit committed funding capacity by MXP 5 billion.• Completed first two Canadian loan facilities funded by bank issued commercial paper in company history – provided nearly CAD 1 billion in additional committed capacity.• Lead Analyst for two retail loan funding programs in 2007 & 2008, renewing over $14 billion in committed funding capacity and competing over $3 billion in structured asset sales to financial institutions during period of high financial stress.• Primary point of contact for funding partners regarding performance, characteristics and related information on US retail auto receivables in two programs.• Received Special Recognition Awards from mangers for project leadership and extraordinary efforts in 2007 and 2008 during financial crisis.• Lead multilevel team in design and implement strategies for the US retail loan warehouse.• Managed system changes and testing for retail securitization programs to ensure compliance with accepted practices. Show less

• Use my prior education and financing experience to support the start up of the company• Document policies and procedures and manage set up and servicing of all loans• Prepare revenue and cash projections and bank reconciliations• Create financial models for forecasting cash flow and evaluating hedge (swap) strategies• Build loan servicing applications using MS Excel• Institute new reports and tools for management and board presentations • Develop new products (working… Show more • Use my prior education and financing experience to support the start up of the company• Document policies and procedures and manage set up and servicing of all loans• Prepare revenue and cash projections and bank reconciliations• Create financial models for forecasting cash flow and evaluating hedge (swap) strategies• Build loan servicing applications using MS Excel• Institute new reports and tools for management and board presentations • Develop new products (working capital line, leasing product development)• Audit files for missing/incomplete information and correct as necessary Show less