Senior investment leader at Medtronic managing corporate balance sheet investments ($13B), global retirement plans ($9B) and interest rate hedging programs. Responsibilities include developing and executing investment policies; evaluation of external investment managers; and management of internal bond portfolios. Primary relationship manager for consultants, investment managers, and custodians.

Management of all corporate investment portfolios including liquidity oversight, trading in the corporate accounts, and coordinating external investment managers. Working with senior leadership and board of directors to establish asset allocation and investment policies. Leadership of investment reporting function for financial and regulatory accounting and compliance (Statutory and GAAP).

- Investment manager due diligence and reporting covering global equity, fixed income, private equity (direct partnerships and fund-of-funds) and hedge funds. - Managed investment services and advice provided to client relationship managers to ensure investment policies were communicated and reflected in client portfolios. - Worked directly with high net-worth clients to develop investment programs to address complex situations in concert with estate planning and trust administration. - Developed asset allocations for taxable individuals, foundations and pensions.