Global investment firm managing over $130 billion in equity and fixed income assets. Offers the Oakmark mutual funds and separately managed accounts serving institutions and individual clients.• Led firm-wide investment operations including staff of 55 with 9 direct reports.• Served as Vice President for the Oakmark Funds Board of Trustees and executive member of the Operating, Audit, and Risk Management committees.

Diversified global investment firm managing over $30 billion in equity, fixed income, convertible and alternative assets. Offers separately managed accounts and funds serving institutions and individual clients.• Responsible for company and investment operations, IT, and business planning with a budget of $70 million. Led staff of 100 with 7 direct reports.• Executive management team member providing oversight for achieving business goals consistent with strategic vision and… Show more Diversified global investment firm managing over $30 billion in equity, fixed income, convertible and alternative assets. Offers separately managed accounts and funds serving institutions and individual clients.• Responsible for company and investment operations, IT, and business planning with a budget of $70 million. Led staff of 100 with 7 direct reports.• Executive management team member providing oversight for achieving business goals consistent with strategic vision and global expansion plans. Show less

• Responsible for investment operations, IT, and business support functions with a budget of $60 million. Led staff of 80 with 5 direct reports.• Directed strategic global operations expansion.

Investment firm managing over $20 billion in equity and fixed income assets. Offers separately managed accounts and funds serving global institutions and individual clients.• Directed business and investment support functions and corporate initiatives.• Led Invesco Louisville HR and Office Services supporting 200 associates.

Subsidiary of National City Corp. until management buyout in 1998. Merged with INVESCO in 2001.• Led business support and administrative functions including operations, trading, finance, HR, IT, legal/compliance, strategic business planning, and M&A activities. • Led staff of 65 with 4 direct reports. Responsible for a budget of $24 million.