Functional Skills

Financial Modeling
Financial Due Diligence
Investor Relations
Pricing Strategy
Growth Strategy
Portfolio Optimization
Big 3 Consulting (MBB)
Bulge Bracket Investment Banks
Top Consulting Firms

Experience

Duke University Management Compmany Other
Investment consultnat
3/2017 - Present
Providing advisory services for public and private market investment for a university endowment.
NC Dept of State Treasurer Other
Senior Investment Officer
11/2013 - 2/2017
Providing due diligence and optimization of alternative investments for North Carolina's $90 billion pension plan. Example: led effort to complete separate managed account platform for equity focused hedge funds, which included selecting managers, negotiating fee schedules, ISDA and credit agreements directly with prime brokers;
D.E. Shaw Finance
Vice President
1/2006 - 12/2008
Evaluated and re-allocated investments in a complex $2 billion portfolio for founder's family office.

Evaluated, sourced and traded various high yield debt instruments in $4 billion opportunistic credit fund s; worked with direct lending group to create CLO warehouse and credit facilities.

Selected to be part of founding team for new Hong Kong office; responsibilities included establishing business, financing and investor relationships across China & Singapore;
Credit Suisse Finance
Director
1/2003 - 12/2005
Managed all aspects for structuring and implementation of complex financing and hedging transactions for hedge funds and other institutional clients.

Structured and marketed fund- linked investment products to various U.S. clients
McKinsey & Company Management Consulting
Manager
1/2001 - 12/2003
Responsible for advising top-ranked financial institutions and energy companies on issues relating to derivative trading, risk management and emerging trading technologies.