Courses taught:* Finance 311 - Introduction to Financial Management* Finance 370 -Introduction to Financial Planning and Wealth Management* Finance 414 - Advanced Corporate Finance* Finance 457 - Security Analysis* Finance 857 - Advanced Security Analysis* Finance 470 - Advanced Wealth Management* Finance 862 - Corporate Strategy Valuation* PIM 841 - MBA - Corporate Finance* PIM 842 - MBA - Managerial Finance* Executive EducationAdministrative responsibilities* Director of the Financial Planning and Wealth Management Program* Director of the MSU Student Investment Fund, a $5 million small-cap value portfolio managed by MSU students* Director of the Financial Analysis Laboratory* Responsible for course scheduling, advising, and credit transfer approval

Teach Finance 311 - Introduction to Corporate Finance Finance 457 - Security Analysis

* Co-founder of fee-only financial planning and wealth management RIA.* Responsible for investment due diligence and portfolio strategy decisions.* Advisor to client relationships.

• Portfolio manager for 100 accounts with a market value in excess of $200 million. The account relationships include both individual and institutional clients. Responsibilities include assessment as to the appropriate asset allocation, portfolio construction, client management and sales development.• Coordinate investment related activities for the other 7 portfolio managers in our Michigan market. Work with National Investment Practice Lead in the implementation of new processes, sharing of best practices, coordinate continuing education, and act as mentor.• Member of the Michigan PrivateBank leadership group.

* Manage all aspects of the investment delivery and fiduciary oversight of the Investment Division for a $2.2 billion AUM portfolio. * Develop and implement approved investment policy and strategies for client portfolios.* Manage a staff of 14 - 10 Portfolio Managers, 1 Investment Analyst, 1 Financial Planner and 2 support staff members. This involves training, mentoring and developing staff.* Formulate, maintain and review standard department policies, practices, manuals, and procedures. * Chairs the Trust Investment Committee and participates as a member of the Trust Management Committee and Personal and Institutional Acceptance Committees.* Contributes to development of strategic vision and goals for the Division, as part of the senior management team.* Promote awareness of CBWM investment management expertise through public speaking engagements, financial publications and other media. Spoke at 6 client events and published 11 articles.* Maintains a deep understanding of the economy and financial markets necessary to make informed investment decisions.* Manage investment accounts for large and/or sensitive relationships totaling $165 million.* Meet periodically with top tier clients.

* Responsible for the oversight of the investment product platform which includes mutual funds, separately managed accounts, customized security portfolios, and fixed income trading. * Responsible for internal and external communications regarding market and investment-related issues.

* Created a new unit specializing in the delivery of fee-based comprehensive financial plans to clients across the bank's footprint.* Developed the unit's business plan, sales and marketing materials, front office users manual, client profile guide, client meeting schedule, practice guide, client meeting schedule, practice guide, client service standards and systematic processes and procedures.* Completed over 20 comprehensive plans that contain a list of recommendations and an action plan.* Made over 10 financial planning presentations to varius internal wealth, commerical and board groups.

* Managed 224 individual and institutional investment portfolios in the Wisconsin and Iowa markets with a market value of $87 million.* Responsible for quarterly investment reviews, continuous monitoring of individual security and mutual fund holdings and client communications.* Participated in client investment review meetings.

* Created the investment philosopy and process for the Equity Model Portfolio. This proprietary product was launched in January 2002 and exceeded its benchmark by 1.37% through February 2003.* Analyzed stocks in the Information Technology, Financial Services, Consumer Staples and Consumer Discretionary sectors for the model portfolio by reviewing financial statements, determining future prospects, accessing valuation and completing industry research.* Created company scorecard to aid in the analysis of financial statements and annual reports.* Developed valuation models based on discounted earnings and free cash flow.* Participated in over 20 company earnings conference calls.* Provided portfolio managers with buy/sell guidance on portfolio holdings, as well as continuous updates on company-specific issues.

* Grew commercial loan portfolio from $24 million to $63 million in four years.* Made over 180 client and prospect calls on an annual basis.* Specialized in wholesale floorplan and manufacturing lending.* Evaluated, negotiated and closed loan requests.* Analyzed financial statements and prepared proforma cash flow and collateral analysis.

* Performed loan evaluations for various lending offices in Michigan, Indiana and Illinois.* Analyzed commercial loan portfolio to assure compliance with regulatory and bank policies.* Prepared a portfolio of the quarterly classifed commerical loan report for senior managment.* Reviewal all approval documents originated in the assigned region for potential problem loans.

* Analyzed and determined credit quality of existing and prospective commercial loans in industrial, service and real estate industries.* Analyzed financial statements and prepared approval documents for commercial loan officers.* Prepared cash flow analysis and proforma balance sheets.