PROFESSIONAL QUALIFICATIONS
System Development | Process Improvement | Revenue Generation
Resourceful and growth-focused professional with extensive experience overseeing client portfolios, including fixed income, cash and alternative assets per defined investment guidelines. Known for building quantitative models to support investment and financial decisions. Proven record of generating and enhancing company revenue by driving business development initiatives.
Management Consultant leading organizations in resolving issues, creating value, maximizing growth, and boosting business performance. Recognized for gaining an independent and innovative overview of businesses to identify areas of improvement while stimulating client needs to change and adopt desired practices.
Intuitive action mindset effectively determining innovative solutions to complex business challenges. Natural talent for conversational selling of great products, ideas, and solutions to devise innovative models and tools/resources.
PROFESSIONAL EXPERIENCE
2014 to Present • MILESTONE RESEARCH & DEVELOPMENT, LLC • Bloomfield Hills, MI
Milestone Research & Development is a risk management and real estate investment company offering investment consulting expertise to commercial and residential real estate projects throughout Metro Detroit.
Managing Director
Serve as managing director to implement quantitative and risk mitigation expertise in financial, investment, and real estate projects. Examine ROI, capitalization rates, and trends, manage financial systems, create action plans, and reduce impact variances to devise and execute business consulting and development strategies. Assess and identify competitive market assessment by evaluating local market characteristics and trends.
- Leveraged effective analytical skills to provide new business opportunities and direct new client sales presentations, increasing revenue.
- Completed projects involving financial modeling, ratio, company analysis, and Pro-forma projections by using deploying business, economics, finance, and analytical expertise.
- Employed effective sales approaches and agile software, generating $10M in top-line real estate sales.
- Adopted sales practices to sell hundreds of properties worth 50K to 2MM and optimized multimillion-dollar real estate transactions.
- Observed relative value in market to track investment opportunities by devising residential real estate investment model.
2000 to 2014 • AMBASSADOR CAPITAL MANAGEMENT, LLC • Detroit, MI
Ambassador Capital Management is an institutional fixed-income investment management company with $1.3B in assets under management, focusing on core-fixed, intermediate-fixed, and cash management portfolios.
Director, Financial Research (2013 to 2014)
Devised and implemented risk mitigation strategies, including stress testing and measuring volatility to track errors. Eliminated market, sector, credit, and interest rate risk by conducting quantitative risk analyses on the firm’s investment portfolios. Prepared presentation materials of technical and financial analyses for client meetings, new business presentations, conferences, and road shows. Provided essential investment information to clients, including fund boards, trustees, investment officers, and elected officials by directing presentations of financial market strategies and authored original monthly publications.
- Assured smooth flow of investment risk information by overseeing portfolio, credit, and economic modeling functions.
- Saved company money by building/deploying an updated compliance system based on scrubbing processes to maintain portfolio.
- Ensured prompt distribution of future risk systems by operating risk systems and supervising project completion operations.
- Communicated with clients regarding treasury, pension, public funds, and foundations to assist management of institutional client investment portfolios in compliance with core plus, intermediate, and short-term policies.
- Utilized best leadership practices to train and supervise three junior analysts and research staff to enhance daily workflow.
- Fulfilled client’s demands by facilitating and offering effective quantitative approaches to champion business growth.
- Analyzed comparisons and portfolios to establish a secure portfolio management system based on portfolio sensitivity.
- Supported the company in maintaining accounts by developing an exceptional customized firm-wide account compliance system adhering to the firm’s 40-plus investment policies.
- Boosted performance by creating and implementing a proprietary portfolio attribution model focusing on underlying performance.
Investment Portfolio Manager (2000 to 2012)
Led efforts to enhance first-quartile product performance and measure top-tier risk metrics in contradiction of peer groups on several product styles. Aided in making effective decisions focusing on macroeconomic conditions and quantitative data by designing macroeconomic leading index (ALI) to predict the cyclical nature of monetary Federal Reserve policy. Conducted in-depth analysis of portfolios and investments to elevate staff performance by 50% while devising efficient portfolio management models.
- Streamlined fixed-income portfolios and traded securities operations by suggesting best buy/sell strategies related to asset allocation, yield curve, and credit determinations.
- Improved asset allocation, yield curve, and decision-making ability of senior managers by installing various portfolio management tools using technical expertise.
- Leveraged best communication skills and provided exceptional and prompt services to cultivate beneficial client relationships.
- Offered entrepreneurial services and development strategies to acquire analyst position.
- Conducted research and coordinated with CIO to analyze intrinsic risk by designing a multi-factor model (ACS) via a universe of over 1K issuers that combined equity and fundamental financial data.
- Supported municipal treasurers and city finance officials to forecast the disadvantages of local banking relationships by providing proprietary bank credit research analysis of 8K banks across the country.
- Augmented productivity, reduced cost, and saved 20K monthly of the company by performing security analysis tool for the universe of Barclays Credit Index to calculate relative value-based duration, OAS spread history, sector, and credit rating relationships.
1998 to 2000 • CONNING ASSET MANAGEMENT • St. Louis, MO
Investment Portfolio Analyst (May 1998 to May 2000)
Supported securities traders and analysts to evaluate and monitor characteristics of the firm’s large investment grade and non-investment grade portfolios. Assisted portfolio managers with cash flow testing, scenario testing, and sector allocation decisions. Reviewed and evaluated individual portfolio holdings. Analyzed the competitive landscape of various industries and assessed the pros and cons of potential investments.
Selected Accomplishments:
- Successfully aided in redesigning the company’s performance attribution software.
- Assisted the successful investment portfolio conversation from Conning/General American Life to Metropolitan Life Insurance Company (MetLife).
EDUCATION & PROFESSIONAL DEVELOPMENT
MICHIGAN STATE UNIVERSITY, BROAD COLLEGE OF BUSINESS
Master of Business Administration, Cum Laude
UNIVERSITY OF CENTRAL MISSOURI
Bachelor of Science in Mathematics, Cum Laude
Dean’s Scholarship (Full Tuition, Room & Board)
Missouri District Brother of the Year Award– Alpha Phi Alpha Fraternity, Inc.
Summer Venture in Management Program – Harvard University, Cambridge, MA
AFFILIATIONS
Chartered Financial Analyst (CFA) designation, Chartered Financial Analyst Institute
National Association of REALTORS®, North Oakland County Board of REALTORS, Michigan Real Estate Investment Association
Business Initiative Committee, Alpha Phi Alpha Fraternity, Inc. – Iota Rho Lambda Chapter
Vice President, Alpha Phi Alpha Fraternity, Inc.- Zeta Gamma Chapter
Member, Phi Kappa Phi Honors Organization
