Investment Manager >=> Actively seeking opportunity to serve on mutual fund board. Demonstrated success in oversight of the business as a senior-management team member, investment committee member, and institutional investment advisor. Skills derived from global and diversified functional ...more

Investment Manager >=> Actively seeking opportunity to serve on mutual fund board. Demonstrated success in oversight of the business as a senior-management team member, investment committee member, and institutional investment advisor. Skills derived from global and diversified functional expertise in risk management and conducting performance audits, and from key investment roles such as Portfolio Manager, Quantitative Research Manager, and Equity Derivatives Trader. METLIFE: Managed the $75 billion, multi-manager institutional-client investment business. GOLDMAN SACHS, GSAM’s Global Manager Strategies: Led the re-engineering and automation of risk and performance oversight for >100 investment products. WELLINGTON MANAGEMENT COMPANY: Provided the vision and led the design and implementation of the firm’s state-of-the-art, enterprise-wide risk assessment processes and oversight system. PUTNAM INVESTMENTS: Risk management, portfolio construction, and investment policy advisor to institutional investors such as IBM, CalPERS, MacArthur Foundation. GTE - INVESTMENT MANAGEMENT CORPORATION: Established Quality Management program for all key investment processes; Managed derivative hedging program for overall pension fund; First risk manager. CITIGROUP: Built Led team evaluating energy and real estate Alternative Investments for Citicorp pension fund; Initiated new structured financings for commercial paper market; previously, Senior Credit Officer & Country Treasurer. Specialties: • Leadership --- Thought Leader, Project Leader, Team Leader • Risk oversight • Diagnostic analysis of investment product performance • Client portfolio analysis • Facilitate discussions of investment risk with auditors and regulators • Speaker at professional & consultant conferences in U.S., Europe and Japan • Published numerous articles on a variety of investment topicsless