Lecture and mentor advanced students on investments, valuation, trading, markets, portfolio management and financial statement analysis with a focus on a practitioner perspective. Created the first in the nation, multi-course finance program that integrates state of the art, practitioner Bloomberg tools at the recently endowed Bloomberg Finance Lab. Launched the first in the national quantitative finance program at a liberal arts university. Established relationships with and placed my students with top finance employers. Created and serve as the faculty advisor to 2 clubs (women in finance and investments/trading). Grew significantly program enrollment with excellent teaching and mentoring that led to over-subscribed classes. One of the top liberal arts universities in the Midwest.

A professional services firm focused on valuation services in the US and overseas. Lead valuations for a broad range of businesses for various purposes such as tax planning, divorce, partnership disputes, complex financial instruments, strategic and exit planning. Develop and implement a project management process to materially reduce errors and costs, shorten time to delivery and raise productivity. Train and mentor junior staff.

Lecture on finance and investments with excellent reviews from faculty and students.

Lectured on international finance and related topics at one of the top undergraduate business programs in the Northeast. Mentored and advised students.

A professional services firm focused on transfer pricing and valuation services for corporate clients. Led complex valuations for property tax, litigation, fair value measurements (e.g., ASC 820) and other purposes, including public and private securities, complex securities and Monte Carlo simulations. Clients included multiple Fortune 500 companies, including multi-million valuation disputes with city, county and state tax authorities. Developed and implemented an automated project management process to materially reduce errors and costs, shorten time to delivery and raise productivity. Created and oversaw an offshorejunior analyst team to support growth and profitability.

A boutique systematic trading firm that used multi-disciplinary insights into the nature of markets to take advantage of sustainable behavioral and structural opportunities globally with a dynamic, tail risk based capital management. Led a team of developers to create custom, institutional grade, financial software. Successfully developed a unique value proposition and raised over $11mil in cash (traded at 4x) from anchor investors during a challenging environment for systematic traders while achieving zero error rate and strong positive performance during live trading

Founded in 2007, a family office with top tier performance overseeing almost $1bn of assets, which are invested globally across a variety of assets and strategies with traditional managers and hedge funds. Created, researched and implemented a systematic investment process (investment strategy, asset allocation and portfolio optimization, risk management, manager evaluation and screening) with a focus on incorporating via advanced techniques empirical features of markets not captured by classical finance approaches dominant in academia and the industry (e.g., highly time varying returns and correlations across markets, behavioral biases among investors, volatility clustering, large tail risks, liquidity risk). Researched and developed systematic approaches to asset allocation, risk management and manager selection that ensure a quality risk adjusted return across market cycles and significantly minimize tail risk. Developed systematic strategies with strong risk adjusted returns. Led implementation within MatLab of customized, analytical tools for all aspects of the investment process; no outside analytics software used by the organization. Researched and tested systematic investment strategies, risk indicators and other potentially valuable ideas for the investment organization. Recommended new investments and oversaw existing ones; evaluate managers; develop and maintain relationships in the industry. Oversaw the internship program.

Lectured on finance and investments with excellent reviews from faculty and students.

Global, value-oriented hedge fund, focused on equities; significantly outperformed the market over a multi year periodAs a key member of the 3 person investment team, sourced, researched, executed and monitored investments on a global basis across multiple industries with a preference for the US, Canada, Western Europe and Developed Asia; solely and successfully oversaw $2mil of capital; personally initiated, developed and maintained regulatory infrastructure to ensure compliance with the registered investment advisor status, including all the required documents and filings; established and maintained relationships with management teams and vendors; implemented currency hedging and cash management trades; trained staff to ensure smooth functioning of trade settlement operations and to maintain regulatory compliance.

Analyzed macroeconomic, political, financial and regulatory developments in emerging markets and their impact on the banking systems

Performed strategic, financial, valuation, takeover defense and potential buyers / sellers analyses across mutliple industries. Dealt with a joint venture structure, including a leveraged joint venture. Performed extensive financial modeling.

Investment Banking, Financial Institutions Performed strategic, demographic, geographic and financial analyses. Prepared research reports on electronic brokerage, private equity presence of major investment banks, capital structure of banks. Performed spreadsheet modeling.Private Client Group Prepared analytical reports for senior - level management (revenues, revenue trends, regional analysis, product analysis, etc.). Designed procedures for efficient reporting. Swaps & Derivatives Prepared spreadsheets of daily cash flows from trading operations. Reconciled cash flows and income for 11 swap portfolios. Calculated accruals. Posted transactions to and recognized payments in general ledger. Investigated and reconciled discrepancies. Updated currency exchange rates and interest rates in swaps. Performed daily book closing.