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Summary: Results-driven financial professional with 20 years of investment management, operations management,
business development and consulting experience. Directed regional, national and international investment programs for
public corporations, private equity startups, state and federal entities within budget and project timelines while
exceeding client expectations. Career marked by recommending investment, portfolio construction, and asset allocation
strategies that increase return on investment while reducing volatility utilizing a variety of asset classes and investments.
Engaging leader and communicator skilled in empowering personnel, collaborating and building relationships with
senior and executive staff, regulatory agencies, investment committees, oversight boards, state and federal agencies,
external money managers, consultants, and clients.
Areas of expertise include:
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Asset Allocation
Portfolio Management
Hedge Funds & Private Equity
Real Estate
Fixed Income
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Risk Management
Cash Management
Commodities
Compliance
Derivatives
PROFESSIONAL EXPERIENCE
BARCLAYS New York, NY
2013 Present
2011 - 2012
Presidential Senior Executive Service (SES) appointment Chief Investment Officer and Executive Director
Directed the Office of the Special Trustee for American Indians to protect and preserve Indian trust assets. Directed and
supervised the functions of an asset management company including supervision of 700 employees with a budget of $153
million for FY 2012 and was a direct report to the Secretary of Interior. Directed the asset allocation, investment strategy
and portfolio construction of approximately $4.3 Billion in trust funds, including $1.0 Billion for the US Treasury and the
oversight of approximately 56 million acres of real estate, which is the largest land trust in the United States.
2008 - 2011
2005 2008