ABOUT

Professional resume

Education

  • Chartered Financial Analyst (CFA) designation
  • PhD in Mathematics, University of Southern California
  • MA in Mathematics, University of Southern California
  • BS in Mathematics, University of the Pacific
  • BA in Music, University of the Pacific

Experience

  • Investment Portfolio Manager for a local, independent firm
  • Manages $500 million of investments
  • Fiduciary for 375 clients, a dozen retirement plans, and a church endowment
  • Runs comprehensive compliance program as Chief Compliance Officer

Get your Answers Here

Find answers to common questions that people have about the role of Treasurer,
my qualifications, and my goals for our city’s investments.