Axonic Capital
Chief Risk Officer
Angel Oak Capital Advisors, Llc
Chief Risk and Operations Officer
Angel Oak Capital Advisors, Llc Sep 2014 - Feb 2019
Chief Risk Officer
Wells Fargo Apr 2010 - Sep 2014
Finance Manager
Evergreen Investments Nov 2006 - Apr 2010
Vice President and Senior Alternative Investment Research Analyst
Education:
William & Mary 2001 - May 2003
Master of Business Administration, Masters
University of Oklahoma 1998 - 2000
Masters, Master of Arts, Sociology
Skills:
Alternative Investments Risk Management Financial Risk Hedge Funds Series 7 Investments Asset Management Financial Services Financial Analysis Due Diligence Financial Modeling Asset Allocation Bloomberg Credit Risk Asset Managment Series 63
2010 to Present Financial Consultant, Vice President -Corporate TreasuryEVERGREEN INVESTMENTS Charlotte, NC 2008 to 2010 Senior Research Analyst, Vice President - Alternative Strategies GroupWACHOVIA SECURITIES Richmond, VA 2004 to 2008 Alternative Investment Research Analyst, Vice President - Advisory Services GroupCAPITAL ONE FINANCIAL CORPORATION Richmond, VA 2003 to 2004 Data Analyst - Fraud Department
Education:
COLLEGE OF WILLIAM AND MARY Williamsburg, VA May 2003 MBA in FinanceTHE UNIVERSITY OF OKLAHOMA Norman, OK 2000 to 2001 Ph.D. in AccountingWUHAN UNIVERSITY 2000 Master of Arts in Sociology