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 served as the church administrator at Northwest Chapel in Dublin, OH from June 2024 through early March 2025. I started a new role in the Finance Department at Grace Polaris on 3/10/25.
At Northwest Chapel, I oversaw 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.
To date, my focus at Grace Polaris has been on creating the budget for fiscal year 2026, updating the pay scales for our church and preschool staff, and working on new growth and outreach initiatives.
Grace Polaris' website can be found here.