Functional Skills
Financial Modeling
Financial Planning & Analysis (FP&A)
Investor Relations
Software Skills
Microsoft Excel
Microsoft PowerPoint
Microsoft Word
Certifications
CFAChartered Financial Analyst
Sector Experience
Aerospace & Defense
Financial Services
Experience
JGM Consultancy
Management Consulting
Consultant
11/2020 - Present
Builds and expands technology, compliance, human resources, and financing availability for client companies
Aberdeen Standard Investments
Finance
Senior Vice President (SVP). Head of North American Equities.
1/2010 - 12/2019
Managed 19 investment professionals with $13.5B+ in assets across seven different US equity strategies. Spearheaded critical investment, financial analysis, process improvement, governance, and compliance projects. Maintained a real-time view of the global economy and capital markets. Executive sponsor of the company’s Diversity and Inclusion Unity Network.
Aberdeen Standard Investments
Finance
Vice President (VP). Portfolio Manager. Analyst.
6/2004 - 12/2009
Formulated and implemented portfolio strategy and positioning for American Equity Unconstrained and several core US equity funds. Provided in-depth research coverage and stock-level recommendations in US aerospace, defense, and financial services industries across all US and global equity funds.
Invesco Funds Group
Finance
Vice President (VP). Portfolio Manager.
6/1995 - 12/2003
Managed an array of equity funds including core equity, financial services, utilities, telecommunications, and environmental services sector funds. Achieved expertise in diverse verticals including aerospace, defense, financial services, telecommunications, utilities, and chemical industries.