As a member of the Five Oceans team, my career in the financial services industry has come full circle. I began my professional journey as a consultant at IBM, but quickly realized that I wanted to work at a smaller organization and one that was involved in investments. After spending two years at IBM, I worked at a boutique institutional investment consulting firm as a performance analyst then as a portfolio manager at a Registered Investment Advisor. Along the way I earned the Chartered Financial Analyst (CFA) designation, solidifying one of my passions for capital markets.
Prior to Five Oceans, I graduated from George Washington University’s Data Analytics Bootcamp, which rekindled my interest in technology. I then joined a non-profit as a data analyst where I leveraged my newly acquired skills to automate processes and solve problems through coding and business intelligence software. When the opportunity arose to join Chris and Marc’s team, it was just the right fit! I’m excited to help the firm grow by driving workflow improvements in a role that’s at the intersection of two disciplines that I enjoy: finance and operations.
On the personal side, I live in St. Louis, MO with my wife and two kids. Outside of work, you can find me competing in obstacle course races, learning to play new songs on the guitar for my garage band, or watching a baseball game.
