Financial operations professional with deep experience (15 years) in P&L management, financial planning and analysis, and team leadership at Aberdeen Standard Investments (formerly SLI)
Focused experience in team leadership, governance, compliance and product line management for 19-person business unit; additional experience with complex merger integration that spanned cost reduction and improvement of research quality and team cohesion
Additional experience in portfolio strategy and implementation for US equity funds and research coverage of financial services and aerospace/defense industries
Proficient in Microsoft Office Suite (expert Excel), Bloomberg, Factset, and Monday.com
MS in Finance from the University of Colorado, Denver and BS in Finance and Real Estate from Colorado State University; High Potentials Leadership Program completion at Harvard Business School and Chartered Financial Analyst (CFA)