Delaware Public Employees Retirement System since 2007
Investment Manager
MBNA America (now Bank of America) 1999 - 2006
Structured Finance Manager - AVP
PFPC (now BNY Mellon) 1997 - 1999
Senior Investment Accountant
Harris Savings Bank (now Sovereign Bank) 1996 - Sep 1997
Consumer Loan Underwriter
Education:
University of Delaware - Lerner College of Business and Economics 2009 - 2010
Financial Planner Certificate, Asset Management - Financial Planning
University of Pittsburgh - Joseph M. Katz Graduate School of Business 1992 - 1996
BA, Accounting
University of Pittsburgh - Joseph M. Katz Graduate School of Business 1992 - 1996
BA, Finance
Chambersburg High School
Skills:
Portfolio Management Finance Investments Asset Management Banking Management Due Diligence Financial Risk Valuation Securities Mutual Funds Financial Analysis Financial Services Sales Leadership Loans Risk Management Strategic Financial Planning Asset Managment Credit Investment Management Cash Management Structured Finance Analysis Hedge Funds Credit Risk Accounting Financial Planning Financial Reporting Debt Management Fixed Income Financial Advisory Treasury Financial Accounting Gasb Securitization Government Public Sector Financial Management Capital Markets Treasury Management Private Equity Asset Allocation Venture Capital Real Estate Commercial Real Estate Client Services Retirement Plan Consulting Real Estate Transactions Treasury Services Financial Statement Analysis Investment Banking Derivatives Corporate Finance Equities Alternative Investments Agile Methodologies Agile Project Management
Interests:
Economic Empowerment Politics Education Biking The Great Outdoors Hiking and Movies Science and Technology Golf Travel
Certifications:
Delaware Real Estate License Certificate In Financial Planning North Carolina Broker License Delaware Professional Board University of Delaware North Carolina Real Estate Commission