Investment operations consulting

• Hands-on manager responsible for marketing and fundraising materials and analytics across all product lines, including real estate co-investment and secondaries, junior and senior debt, and credit secondaries, PE Primaries, GP and LP secondaries, and co-investments, with a focus on providing timely and compelling content, scalability, and growing firm capabilities • Responsible for maintaining and expanding investor relationships through timely and effective communication and resolving investor questions and issues with clarity and insightfulness• Leveraged investment platforms such as DealCloud, MSCI Burgiss, to directly reengineer the activities of the Client Service and Sales Teams with benefits also impacting Finance and Deal Teams• Frequently identified simple and easily deployed solutions with impacts to efficiency of 10X or more• Leveraged other tools including firm databases, VB-powered spreadsheets and Python scripts to enhance firm productivity and capabilities, often improving efficiencies by 400% or more and eliminating errors

• Supervised a team of 14 professionals and managed hiring, job function definition, and career development• The role required adeptness at integrating and leveraging of technology to increase quality and efficiency across teams. • The role demanded meticulous quality control management for all Marketing and Investor deliverables across multiple product lines, including private equity primaries, secondaries and co-investment, mezzanine and senior debt and real estate, with an eye toward efficiency and scalability. • Led CRM migration efforts and development initiatives, aligning operations for 15 teams within the firm and enhancing overall system efficiencies.

• Managed several bespoke funds totaling over $700M and the associated relationships. Funds were designed to capture equity and fixed income manager alpha while mitigating downside beta risk• Performed in depth quantitative analysis of K2's universe of investments. • Developed analytical tools to facilitate manager selection, portfolio construction and client support and collaboration• Investment analysis of hedge funds, risk premia, ETF, ETN, mutual funds, etc.• Instrumental in growing custom portfolios to over 35% of firm AUM• Managed technology oriented projects• Prepared whitepapers to address complex topics to marketing staff• Project manager and avid problem solver

• Developed numerous commingled portfolio models resulting in product launches exceeding $2B• Prepared quantitative and qualitative analysis of markets and products in support of clients and the marketing and client service efforts• Met with investors to understand the firm and fund by participating in their due diligence processes• Liaised with clients and internal stakeholders to ensure that appropriate reporting and regulatory deliverables were acknowledged and put in place for execution• Managed the selection and early integration of CRM and document management platforms• Managed the subscription process and the maintenance of related documentation

• Managed reporting to all Bridgewater clients.• Restaffed and reorganized the Client Service team while re-engineering and streamlining all major investor service and operational functions from the ground up. These changes were undertaken during a period of unprecedented growth in Bridgewater's AUM and were necessary in order to maintain and raise the bar on the world class standard of service that Bridgewater is known for.• Boosted team efficiency by over 50% over a 2-year period• Developed custom portfolios based on Bridgewater equity, nominal & IL bond, currency and EMD strategies.