OBJECTIVE
To obtain a challenging position within a team-oriented company that
will allow me to utilize my experience in analysis and critical
thinking, as well as provide ample opportunities for professional
growth.
EMPLOYMENT HISTORY
July 2007 - Present
Senior Managing Consultant, Public Financial Management, Inc.
Charlotte, NC
. Provide analytical and advisory support related to debt financings and
refundings, capital planning, and risk management for a variety of
joint action agencies and municipal utilities.
. Responsibilities include providing analysis of optimal bond sizing and
financing structures, monitoring debt portfolios for potential
refunding opportunities, developing rating agency presentations, and
reviewing bond documents to ensure accuracy and full disclosure.
. Over the last three years I have been involved with more than $7
billion in bond transactions, including the first Build America Bond
financing for a Municipal Utility, following the program's inception
from the American Recovery and Reinvestment Act of 2009.
August 2004 - June 2007
Actuarial Analyst, Cheiron, Inc.
Charlotte, NC
. Worked as an actuarial analyst for an actuarial and financial
consultancy firm, advising a national client base of public employers,
Taft-Hartley plans, non-profits and corporations on identifying,
measuring, and monitoring financial risks, associated with their
pension and health benefit plans.
. Assisted senior staff on actuarial valuations, benefit calculations,
government filings, experience studies that certified the accuracy of
underlying assumptions, year-over-year data reconciliation, and
programming of proprietary models.
. Passed Society of Actuaries Exam P (Probability).
February 1996 - February 2000
Medical Service Journeyman, United States Air Force
Hurlburt Field AFB, FL
. Held wide-ranging responsibilities at a high-volume special
operations medical facility, specializing in patient care for Air
Force Pilots and their families to ensure timely deployment.
. Provided emergency ambulance services and patient care to the
residents and employees of the base.
. Administrative responsibilities included managing and
coordinating provider scheduling, employee training, and
supervision of team members.
EDUCATION & OTHER SKILLS
Bowling Green State University
Bowling Green, Ohio
. B.S. Mathematics with Specialization in Actuarial Science (4.0
GPA)
Other Skills
. Microsoft Office with emphasis on Excel, PowerPoint, and Access
. ProVal and DBC software systems