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About Me
Professional / Corporate Background
I was part of the investment management process for the 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.
What's Next?
I will begin a role as a church administrator at Northwest Chapel in Dublin, OH on June 10, 2024.
Other details of my post-corporate career are still being finalized. Stay tuned!