● Lead a team of Portfolio Managers in the Private Client Direct Portfolio Management group managing over $47 billion in assets under management across 2400+ Separately Managed Accounts (SMA's)● Build equity portfolios in SMA's for high net worth individuals using optimization software to implement the firm’s quantitative-based strategy maximizing tax efficiency while tracking an index ● Perform demos and training for external clients on Parametric’s portfolio management process● Construct custom benchmark data● Generate client reports, respond to client’s requests for analysis● Performance attribution● Interact across multiple departments including: Client Relations Group, Research, Marketing, Operations and Technology

Senior Portfolio Analyst (Mar 2007-Apr 2008)● Business owner of WaMu’s Specialty Lending Pricing Model and Excel Based Loan Pricing and Underwriting Guideline tool used by field. Responsible for updating and distributing Rate Guides. Provided daily, weekly, and monthly volume pipeline reports to upper management using complex data mining, querying and reporting software.Institutional Account Executive (Nov 2003-Dec 2006)● Executed daily security trades, performed client visits and prospected for new business partners. Provided detailed sales information to clients about Washington Mutual’s securitization of mortgage loans and platform of mortgage products including: MBS’s, Whole Loans, CDO’s, Specified Pools and CD’s. Acted as a liaison between multiple bank departments. Portfolio Analyst/Mortgage Trader (Jan 2003-Nov 2003)● Responsible for purchasing a variety of loan products and accepting security assignments for WaMu’s retail portfolio through the banks correspondent channel. Day-to-day responsibilities included processing all commitments and (EOD) reconciliation, publishing morning price indications and market levels, consolidating trade activity for the day and generating PnL calculations.Financial Analyst (Jul 2001-Jan 2003)● Responsible for pooling and settling the Bank’s 30-year Conforming Fixed Rate product end-to-end each month; specific tasks included running queries and analyzing loan data, allocating certified pools to outstanding trades, and coordinating notification with Treasury Operations to fulfill delivery of product.