CCO/Head of Portfolio Operations
Proprietary Capital
• www.linkedin.com/company/proprietary-capital
• Full-time
Dec 2022 - Jul 2024
Denver, Colorado, United States
Head of Portfolio Operations
Proprietary Capital
• www.linkedin.com/company/proprietary-capital
• Full-time
Sep 2020 - Jul 2024
Denver, Colorado, United States
Operations Associate
Proprietary Capital
• www.linkedin.com/company/proprietary-capital
• Full-time
Jun 2016 - Sep 2020
Denver, Colorado
Institutional Middle Office Supervisor
Brown Brothers Harriman
• www.linkedin.com/company/brown-brothers-harriman
Jan 2015 - Jun 2016
Greater Denver Area
Capital Markets Analyst
Fifth Third Bank
• www.linkedin.com/company/fifth-third-bank
Dec 2011 - Jan 2015
Cincinnati, Ohio Area
Registered Client Associate
Wells Fargo Advisors, LLC
• www.linkedin.com/company/wells-fargo-advisors
Jun 2010 - Dec 2011
Wooster, OH

Investment Operations Professional
I am a results-driven leader with extensive experience in portfolio operations, investment management, and compliance. Throughout my career, I have successfully led teams, optimized financial operations, and managed complex investment strategies across hedge funds, capital markets, and registered investment advisory firms. With a strong foundation in risk management and operational efficiency, I thrive in fast-paced environments that require strategic thinking and execution. I am passionate about leveraging finance and investment strategies to drive sustainable growth and create long-term value.
wellsfargoadvisors.com
bbh.com
53.com
Denver, Colorado, United States