Spent 16 years working for the family office of a high net worth off-shore family. Portfolio Management - Responsible for bond selection and trading across US, European and Emerging Markets. Member of the Investment Committee. Evaluated external managers in all asset classes. Client Development - Prepared and delivered marketing and reporting presentations to clients. Responsible for expanding client relationships within multi-generational clients.

Worked for Swiss Bank in Basel Switzerland.Private Banking representative at investment meetings with Brinson Partners (Institutional) and SBC Warburg (Trading Desk). Responsible for reporting the strategy from investment meetings to the team of Swiss Portfolio AdministratorsAnalyzed global bonds held in the private client portfolios – advising Portfolio Administrators to sell or hold bonds in portfolios

Responsible for client service and analytical information for thirty-four fixed income accounts under management of senior portfolio managerJunior fixed income portfolio manager directly responsible for the investment decisions for twelve accounts Main contact within JPM for large and complex Private Banking relationship with direct contact with the client’s family office and the end client. Facilitated a high level of service including: performance attribution, asset allocation advice, analytical reports, systems support, and extensive quarterly presentations.Management Trainee - worked for JP Morgan Private Banking Operations in Delaware (1989-1992) Completed Operations Management Training Program in New York. Spent one year rotating through operations in Delaware - technology, cash management, bill paying, internal marketing