About Me
Professional / Corporate Background
At Nationwide, I was part of the investment management process for over 25 years, in roles of increasing responsibility, consistently receiving strong performance ratings.
Through this experience, I was a leader in developing strategic asset allocation (SAA) targets, investment strategies, risk limits, and our asset/liability management (ALM) approach for over $130B in assets. Our collaborative process had involved me acting as a liaison between the Office of Investments and other areas of the company, often explaining complex investment concepts to senior leadership.
I chose to walk away from my role as an Asset/Liability Management Leader on May 31, 2024.
Prior to my time in investment management, I had a role as an actuarial assistant.
During my corporate career, I earned the Chartered Financial Analyst (CFA) and Associate of Society of Actuaries (ASA) designations.
To view my professional experience, click here
What's Next?
I have been serving as the church administrator at Northwest Chapel in Dublin, OH since June 2024 through early March 2025. I will be starting a new role in the Finance Department at Grace Polaris on 3/10/25.
At Northwest Chapel, I have overseen the business functions of a vibrant, growing multigenerational church, including Finance, HR, IT, maintenance, security, communications, etc.
Accomplishments as church administrator include:
• Acquisition of new insurance policy after being dropped by previous carrier
• Oversight of fire panel replacement project
• Recapture of marketing & communications from external firm, including website, newsletter, social media, etc.
• Increased use of church management software for event registration, giving, communications, etc.
• Reviewed church bank accounts & Increased interest income on savings
• Development of electronic time sheet collection process
• Hiring and onboarding of worship leader
To learn more about Northwest Chapel, you may visit their website.