Senior Consultant – Family Offices, Asset Management
Experienced CFO
- CFO SRS Family Office Partners LLC
- Prepare Income Statement and Balance Sheet for families that we advise
- Monitor and report Investment Performance on all direct Start-up/Private Equity and Real Estate Investments
- Work with outside CPA firm on taxation for families
- CFO Seagate Global Advisors LLC
- Prepare Investor Performance reports
- Co-ordinate relationship with Prime Broker
- Work with outside CPA on taxation
- CFO First Interstate Bank of Arizona
- Head of Bank Funding, Portfolio and Investment Department
- Head of Accounting and Controller Departments
- Head of Asset/Liability Committee and Financial Planning
- Became top performing among Peer Group from next-to-last place
Team Builder
- Founder and Managing Director of Multi-Billion Dollar Global Fixed Income Mutual Funds
- Nomura Corporate Research and Asset Management
- Trust Company of the West
- Managing Director of First Interstate Bank Limited Global Currency and Interest Rate Swap Group
- $30 billion notional portfolio generated over $100 million total net income
- Teams in Los Angeles, New York, London and Tokyo
Certifications and Education
- Chartered Financial Analyst
- High Honors Graduate– Pacific Coast Graduate School of Banking – Thesis on “Creating an Asset/Liability Committee” was selected for Library
- Faculty Associate – Pacific Coast Graduate School of Banking – Asset/Liability Management
- Master Business Administration – Finance – Brigham Young University
- BA International Relations – University of Utah (magna cum laude and Phi Beta Kappa)
- Instructor of Finance and Accounting – Arizona State University and Foothill CC
