Client Service & Marketing

President:Axiom Investors, 2016-Present

COO / Head of Distribution:Axiom Investors, 2014-2016

CEO:Rainier Investment Management, Inc., 2002-2013

Marketing Portfolio Manager,:Sirach Capital Management, 1998-2002

Captain:United States Air Force, 1994-1998

M.B.A., Finance:Saint Mary's University

B.A., Economics & Business:Virginia Military Institute

Managing Director / Client Service and Marketing:Axiom Investors, 2021-Present

Senior Vice President / Client Service and Marketing:Axiom Investors, 2013-2021

Director, Institutional Investments:Artio Global Investors, 2008-2013

Investor Relations:JPMorgan, 2007-2008

Sales Assistant:Bank of America, 2006-2007

Project Manager:General Electric, 2004-2006

B.S., Business Information Technology, magna cum laude:Virginia Tech

Vice President / Client Service and Marketing:Axiom Investors, 2015-Present

VP, Institutional Consultant Relations:American Century, 2013-2015

Director, Public Fund Services:Lord Abbett & Company, 2004-2012

M.B.A.:Raymond A. Mason School of Business, College of William & Mary

B.S.B.A.:Economics, University of Central Florida

Vice President / Client Service and Marketing:Axiom Investors, 2021-Present

Vice President:Institutional Business Development, Wasatch Global Investors, 2015-2021

Associate:Global Principal Investments, Bank of America Merrill Lynch, 2014-2015

Summer Associate:Bank of America Merrill Lynch, 2013

Senior Account Associate: PIMCO, 2008-2012

Credit Manager: CITI, 2006-2008

M.B.A.: The Wharton School, University of Pennsylvania

B.S., Business: Brigham Young University

Marketing Manager:Axiom Investors, 2019-Present

Senior Associate, Marketing:Axiom Investors, 2017-2019

Marketing Associate:Axiom Investors, 2013-2017

Executive Assistant:Axiom Investors, 2012-2013

M.A., Teaching, summa cum laude:Sacred Heart University

B.S., Business Administration:University of Connecticut

Marketing Associate:Axiom Investors, 2020-Present

Client Service Associate:Palisades Hudson Financial Group, 2017-2020

B.S., Business Administration:Ithaca College

Executive Assistant/Human Resources Associate:Axiom Investors, 2017-Present

Executive Assistant:Axiom Investors, 2015-2017

Research Assistant:JAT Capital Management, 2014-2015

Junior Assistant:Viking Global Investors, 2011-2014

Certification in Human Resources Management:Cornell University

B.S., Allied Health Science:University of Connecticut

Executive Assistant:Axiom Investors, 2019-Present

Executive and Personal Assistant:Leeds Equity Advisors, 2019

Partner/Personal Assistant and Business Manager:R Squared Capital Management, 2013-2018

Assistant Vice President and Portfolio Specialist:Artio Global Investors, 2007-2013

International Equity Trading Desk Assistant:Julius Baer Investment Management, 2005-2007

B.S., Mass Communication, cum laude:Iona College