Experience

New Mexico Educational Retirement Board Corporate Strategy & Development
Fixed Income Portfolio Manager
10/2014 - Present
Worked on in-source of Investment Grade Fixed Income portfolio from external managers, saving over $2MM annually in management fees while increasing portfolio yield.
State of New Mexico Corporate Strategy & Development
Fixed Income Portfolio Manager
11/2010 - 10/2014
Managed approximately $4.2B in short-duration fund. Exceeded benchmark in over 48 months of performance history.
Lehman Brothers Finance
Public Finance
6/1993 - 2/2000
Senior Vice President in New England Region. Traditional municipal finance as well as several innovative lease-backed financing transactions.
Mass Water Resources Authority Finance
Investments Manager/Treasury
9/1990 - 6/1993
Managed Treasury Function including Debt Issuance and Cash Management
First National Bank of Boston Finance
Vice President
6/1983 - 7/1990
Investment Banking with Public Clients