Washington Mutual (WM Financial Services and WM Group of Funds) - now Chase Asset Management and Principal Funds, respectively. Managed team that supported the primary WM Financial Services system, Mercury, which was WM Financial Services’ system for aggregating data from its investment product partners, managing its sales organization hierarchy, managing sales organization compensation, and providing marketing data to the larger Washington Mutual organization. Managed team that supported the Salesforce software platform for WM Group of Funds. Corporate Title: VP, Technology Manager III

Aviva Investors North America (now Athene Asset Management L.P.) Managed team of Project Managers responsible for delivering projects for Aviva Investors North America. Oversight of project portfolio and resource planning. Corporate Title: Director

Cap Gemini Ernst & Young/Ernst & Young Progressive increase in responsibility in a global consulting organization ranging from Staff Consultant through Senior Manager over a 12 year period. Project Manager, Business Analyst, and Developer responsibilities. Active participation in analyzing, designing, developing, and implementing solutions for clients. Property and Casualty Insurance (multi-year projects at Farmers Insurance). Corporate Titles: Senior Manager, Manager, Senior Consultant, Consultant

Senior Systems Analyst - Claims Service Representative

Project Management and oversight of initiatives related to the Financial Planning and Analysis (FP&A) organization, specifically as it related to the use of Hyperion Essbase to perform financial analytics. Instituted project management discipline into an organization (FP&A) that previously had very little project delivery structure. Developed a project management process and methods that where solution appropriate version of the Wells Fargo Financial corporate project methodology, which insures consistent and predictable results.

As of 10/1/2019, Athene Asset Management LP became Apollo Insurance Solutions Group LP, which is affiliated to Apollo Global Management. Managed project to implement Markit EDM as the firms Valuation/Pricing Master. Managed project to implement Markit EDM and thinkFolio as the firms Order Management System. Leveraged DUCO to create project implementation reconciliations to validate security master data between both the legacy source (BlackRock Aladdin and ePAM) to new target (thinkFolio) and future state source (ePAM to thinkFolio) to new target (thinkFolio). ZOOM master JIRA master Corporate Title: Associate Director

A thought leader in the evolution of Oaktree’s data and reporting product and architecture, including data management and the integration of information delivery and reporting systems, with the focus of delivering accurate analytics and insights to business decision makers. Deeply involved and led many efforts related to building out Oaktrees data and reporting environments, as well as determining the forward looking strategy for where the environment needed to go relative to our needs and industry standards. This included communicating with peers and leaders in the industry to understand what the industry standard for data and reporting should look like, resulting in an architecture road-map that was being realized at Oaktree. Led a team of Business Systems Analysts focused on an on-going program of defining, implementing, and evolving Oaktree’s enterprise data architecture, information delivery, and reporting eco-system for all Oaktree investment strategies. Corporate Titles: SVP, VP