Work
Texas Real Estate Research Center at Texas A&M University
- Designed and developed the Center's data warehouse for housing research and reporting for the State of Texas
- Produced housing statistics and reports for over 14K geographies in the State of Texas
- Published housing statistics for the Texas REALTORS(R) MarketViewer portal
- Provided testimony to the Texas Legislature regarding institutional investor activity in Texas
- Presented housing market updates to MLS boards in Texas
- Coauthored plans to clear toxic assets from bank balance sheets and modernize the mortgage market following the Great Financial Crisis
Stonewain Systems
- Designed the General Ledger Accounting Module for the Spire securities lending trading platform
Wachovia Global Securities Lending (MetWest Securities)
- Designed and developed the industry-first General Ledger, Accounts Receivable and Accounts Payable modules for WGSL's proprietary securities lending trading system servicing $55 billion of AUM
- Led the review of portfolio accounting & trading systems to reengineer operations for MetWest's $2 billion asset management business
United Services Automobile Association
- Managed the portfolio accounting system for USAA's $14 billion insurance portfolio
- Project Leader for USAA's strategic Investment Services Review RFP to evaluate custody, portfolio accounting, cash management and securities lending service providers for USAA's $40 billion AUM. Project results included:
- Selection of a new cash management bank for USAA's mutual funds
- Selection of a new cash management bank for the insurance companies
- Selection of a new custodian bank for USAA's insurance portfolios
- Established a new liquidity facility for rapid funding needs during a natural disaster
- Expansion of USAA's securities lending program to the mutual funds