Strategic thinker with CFO/CIO, Board, investment, treasury, accounting, budgeting, financial reporting and business development experience in the insurance, banking, securities, and investment arenas. Results oriented MBA with prior background as a registered broker with NASD Series 7, SEC and Options certification/licensure. Also, have Board Leadership Fellow certification from the NACD (National Association of Corporate Directors). Key strengths include:• CFO - Financial & Accounting Management/Analysis: Managed all of the financial reporting, accounting, budget, credit and collections, and premium audit functions for a $21billion workers’ compensation insurance company with $1.6 billion in revenues and over 4,000 employees plus analyzed over 100 public and private financial statements per year to evaluate financial credit risk. Have acted as corporate lead in relationship with Standard & Poor’s and AM Best.• CIO - Investment Management: Managed investments including all short-term and long term assets plus all accounting for an insurance investment portfolio in excess of $19 billion plus co-managed a diversified $9 billion bank portfolio Responsible for negotiating all short-term and long-term credit facilities including multi-billion dollar lines with The Federal Home Loan Bank – SF plus the SF Federal Reserve Bank.PROFESSIONAL EXPERIENCESTATE COMPENSATION INSURANCE FUND San Francisco, CA 2009 – PRESENTCFO/ Chief Investment Officer & Treasurer (2013 – present)Chief Investment Officer &Treasurer (2010 – 2013)Chief Investment Officer (2009 – 2010)BANK OF THE WEST 2002 – 2009VP-Assistant Portfolio Manager (2005 – 2008)VP-Treasury Officer (2002 – 2005)EDUCATIONMBA, St. Mary's College(Highest Honors)BS, UC Berkeley

Leadership Fellow - NACD