PROFESSIONAL EXPERIENCE
Athene Asset Management Feb.2015 to present
Cash Team/Portfolio Administration Senior Analyst
Review accruals, cash reconciliation, Forecasting and pricing, Resolve discrepancies in accounts, Implement daily cash reconciliations, Ensure all daily processes are completed in Aladdin, Assist in the development of technology initiatives, Review and analyze data, Prepare analytical reports, overseeing electronic confirmations and portfolio modeling. Daily tasks may include reconciling the holdings in a fund with its custodian or the fund's accounting records, and trading activity with the Depository Trust Company (DTC). Portfolio administrators also compile reports for executives, clients, and portfolio managers, check the performance of funds, create monthly reports, and handle large block trades, work in a fast-paced environment, interacting with management and fund custodians to resolve discrepancies on various projects. Supervised transfer of loan portfolio, and update rates and prices to match
Bloomberg.
Mayvin Consultant Group Afghanistan Oct. 2011 to June 2012
Consultant: Tactical Transmitter
Developed and analyzed Measures of Performance and Measures of Effectiveness for the Tactical Transmitter Training project. Assisted in the planning and coordination of the locations being used for the Tactical Transmitter systems. Coordinated and edited training documents, slides decks, and imagery, to develop the Tactical Transmitter Software Training Support Package. Utilized Computer Security (COMSEC) expertise to manage logistics, and security training of laptop computers for Training Team.
J.P. Morgan Chase / Bear Stearns & Co. Sep. 1985 to Dec. 2009
Trade Support/ Mortgage Backed Securities: Allocator
Utilized variances in allocating GNMA/FHLMC/FNMA pools on EPN to optimize desk profitability. Processed and monitored collateral for Mega and Giants. Balanced trade positions between systems.
Resolved trade settlement discrepancies, extended trades, and process pair-off and pool changes, researched and resolved settlement discrepancies. Acted as liaison between client and various departments, Confirmed trades with Counter parties, informed the trading desk of long and short positions, advised and responded to trader’s specific request on their positions, Cancel and correct trades and updated prices on trades.
United States Navy Uniformed Service Member Jul. 1982 to Mar. 2008
Cryptologic Operator
Recorded, analyzed COMINT/SIGINT/ELINT information, Managed operation of telecommunications equipment, Compiled statistical data and operation records, Utilized extensive knowledge in radio frequency, US fleet operation and communications procedures, Worked with National Security Agency at Fort Meade Maryland.
United States Army National Guard Mar. 2008 to Present
Intelligence Analyst
Assist in the analysis and processing of strategic and tactical intelligence, Assist in the evaluation of intelligence holdings and the processing of reports, Provide leadership to ensure subordinates are prepared to operate as an effective unit, Write evaluations of junior personnel and troubleshoot unit and individual challenges, Platoon Sergeant for Intelligence Surveillance Reconnaissance platoon.
Education
Cochise College: Writing and Communications June 2014 to Aug. 2014
Syracuse University: Technology Program Jan. 2013 to Jan. 2014
New York Institute of Finance: Fixed Income Bond Math Mar. 1998 to May 1998