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Senior finance professional eager to contribute strong business acumen and 20+ years of experience to a progressive leadership role.
Demonstrated ability to leverage industry expertise to provide highly effective consulting and make knowledge-based recommendations.
Consistently recognized for the ability to identify and mitigate risk while maintaining utmost regulatory compliance.
Exemplary analytical problem-solving skills with a track record of exceeding expectations in positions with increasing levels of responsibility.
Leadership & Development
Budgeting & Finance
Attention to Detail
Dipsea Capital Fund, LP 2015-Present
Risk Manager, Operations & Investor Relations
Fulfill critical leadership position responsible for maintaining quality control throughout day to day operations.
Streamline process improvement initiatives to significantly increase efficiency and reduce risk.
Demonstrate a strong attention to detail while successfully preparing budgets, cash flow analysis and tracking revenue / expenses.
Utilize strong interpersonal communication skills to cultivate positive relationships and significantly grow existing client base.
Generate detailed daily risk reports and relay pertinent information to management team.
Developed risk parameters and procedures, leading to positive monthly returns 92% of the time with a .4% monthly deviation.
Strategically increased assets by 400% in 3-year period.
Dipsea Capital, LLC 1998-2015
Utilized strong finance knowledge to develop and execute strategic plans to boost efficiency and increase return on investment.
Leveraged excellent organizational abilities to compile and thoroughly review financial information.
Maintained utmost quality control throughout all daily operations.
Strategically identified client needs and implemented innovative solutions to ensure fulfillment.
Recognized for meeting capital appreciation goals; consistently maintained audited returns of 12.54%.
Obtained in-depth exposure to highly effective trading processes while making markets in 17 publicly listed equity stocks on the Cincinnati Stock Exchange.
Continually met and surpassed company goals by generating $1.2M+ in trading profits.
B.S. in Business Administration, Emphasis: Finance. Minor: Economics, California State University, Chico
Finra- Series 7 and 63 CRD#2224723; Inactive
Accounting Fundamentals, Excel, Fixed Income & Introduction to Corporate Finance Certificates
Corporate Finance Institute
The Complete Financial Analyst Course (License #11070355), Udemy; 2018
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