Sentinel Trust Company, LBA, is a family-owned, $4 billion, multi-family office focusing on the unique needs of affluent families nationwide. Sentinel manages investments, serves as corporate trustee, evaluates tax and estate strategies, and supports clients' everyday activities with a personal touch.• Evaluated and monitored external investment managers in conjunction with portfolio construction strategies across multiple internal investment vehicles• Managed active portfolio exposures and engaged in regular collaboration with CIO regarding investment opportunities from ongoing market research• Prepared portfolio performance and general investment commentary for client communication and internal investment committee audiences• Optimized data integration and analysis capabilities across multiple asset classes to leverage exposure look-through capabilities and customize performance attribution• Served on internal 401k committee to evaluate investment options and educate plan participants

I was responsible for all facets of the portfolio management process of six mutual funds utilizing ICON’s investment methodology throughout my tenure. Fund strategies included International Equity, Emerging Markets/Asia-Pacific Region, Europe as well as U.S. Health Care, Consumer Discretionary, and Consumer Staples sectors.• Conducted industry & sector analysis, equity valuation, stock selection, regional & country allocations, and data analytics with both quantitative and qualitative considerations• Served as a senior member of the Investment Committee to implement asset allocation decisions across portfolios and debate market investment opportunities• Leveraged financial technology systems and data to continually maintain and enhance valuation process, analytical methods, and overall investment effectiveness• Improved portfolio decision making processes across all funds by leading a comprehensive investment system back-test integrating new modeling variables• Engaged in regular communication with sales & marketing department regarding portfolio positioning, market commentary, and creation of research pieces for sales and website purposes• Presented to clients in due diligence and sales functions for asset growth and retention purposes • Promoted the funds and increased brand awareness through various television and print media outlets including CNBC, Bloomberg News, and TD Ameritrade Network• Oversaw international funds’ AUM growth from $33 million to over $515 million in first two years and was awarded Lipper Performance Achievement Certificates in 2007 and 2005

As the architect of the data and analytics processes running the investment system, I was recruited and tasked with leading and resurrecting the international funds’ overall investment development and business viability.• Improved valuation methods, sector/industry/country updates, global interest rates, reporting solutions, and conducted reviews of over 2000 international companies• Applied multi-factor back testing analysis and processes to improve, quantify, and automate company quality metrics across domestic and international universe• Developed investment recommendations and assisted portfolio managers with equities and options allocations throughout ICON product line

I was promoted to this product specialist position after excelling for two years in the consulting role. PA specialists were responsible for the more complex problems and client needs within the investment management users at FactSet.• Managed the sales and support of the Portfolio Analytics & Risk accounts in the southwest sales territory• Specialized in applying portfolio attribution analysis, risk attribution, portfolio optimization, and style performance & risk returns-based analysis products for investment management client needs• Trained new clients as well as internal sales and support colleagues on products and functionality• Contributed to 42% revenue growth during first year

After thorough training across multiple product lines, databases, and technical functionality, I specialized in the investment management clients at FactSet. I was promoted to senior consultant after one year and assumed additional accounts and responsibilities in this role.• Provided comprehensive support and training to new and existing investment management clients in Colorado and California• Developed customized solutions for a variety of investment needs using FactSet data and analytics• Coordinated account management and future client goals with sales team• Handled client calls from 24-hour support desk• Assisted in interviews and recruiting efforts for new employees

• Recommended mutual funds and insurance products in conjunction with needs and suitability under Mass Mutual umbrella• Utilized marketing and referral methods to identify and meet with prospective clients• Completed financial advisor training program requirements including Series 6/63 and Life, Disability, and Variable insurance licenses while attending college full-time