Invesco

Portfolio Manager

Responsible for actively managing and trading over $70 billion in assets, across varying sectors and currencies (U.S., Canada, U.S. Dollar offshore, tax-exempt, government, and corporate securities and money market funds).
• Successfully negotiated terms and conditions of trades with brokers and ensured success of portfolio strategy.
• Utilized quantitative and qualitative research methodologies to analyze supply / demand data that directly affect the short-term market and customized portfolio strategy to maximize returns as well as mitigate risk.
• Performed ad hoc analysis of market conditions and reported to management with recommendations for trade ideas and other projects.
• Reviewed, monitored and reported on daily positions and trades ensuring report accuracy for risk management.
• Worked closely with customers and counterparties to complete trades and negotiate resolutions of problems and operating issues.
• Worked closely with business support teams and consistently achieved expected returns, while mitigating risk.
• Designed portfolio structure and developed trade strategy, implementing throughout various money funds and separately managed accounts.
• Performed initial credit analysis and screening to propose new credits for the portfolio to maximize the full market to increase diversity.
• Proficiently conducted due diligence NAV stress test and performance modeling to effectively manage risk.
• Collaborated with compliance and financial reporting to meet Sarbanes Oxley requirements.
• Authored quarterly economic commentaries, constructed presentations, and provided statistical data to fund’s board of director; also articulated fund, market, and economic information to shareholders.
• Frequently interacted with shareholders and potential clients via presentations, in-person meetings, and conference calls to garner and maintain assets.
• Served as business recovery team leader, implementing and executing new initiatives that provided risk management.

Invesco

Systems Project Analyst

Led team responsible for entering, processing and balancing daily trades of various cash management products, with total average assets of over $70 billion and average daily net activity ranging from $500 million-1 billion.
• Analyzed and tracked brokers’ performance and scheduled commission payments in a timely manner.
• Communicated with customers and counterparties on a daily basis to maintain and ensure accuracy of settlement schedules.
• Communicated with customers to understand their needs and developed solutions that resulted in increased business and high levels of customer satisfaction.
• Identified and provided resolutions to critical and complex issues encountered in the internal system.
• Trained and mentored new analysts to ensure consistency with corporate guidelines and team goals.
• Prepared accurate and timely accounting month end close for areas of responsibility.

DeVry University

Adjunct Professor

Responsible for teaching classes in the college of business such as; Introduction to Business, Business Policy, Finance, Data Analysis w/ spreadsheets, and Economics for undergraduate students.
• Taught in blended format consisting of face-to-face meetings, facilitating online discussions, and monitoring online and in class assignments.
• Used a variety of strategies that encouraged learning for a diverse population of students, directly out of high school, working adults, and returning students.
• Researched educational tools to create and deliver dynamic lesson plans that maximized learning of students.
• Recorded grades and attendance to fairly grade performance of each student.
• Provided the necessary assistance to students, to accomplish their academic goals.

Barclays Investment Bank

Commodities Trade Control - Analyst

Accountable for controlling trade reconciliation for crude, refined products, natural gas, gas liquids, power, agricultural products, precious and base metals; with Commodities Trading teams in London, Houston, and New York and liaising with Sales, Finance, and the Back Office on trade related queries.
• Core attention to detail and understanding trades entered into Endur OpenLink and Right Angle to ensure deal capture is accurately represented and booked, confirming accurate capture of the trader’s PNL.
• Daily communication with Commodity Sales/Trading Teams in London, New York, and Houston regarding discrepancies, which leads to T+0 verification of trades.
• Utilize, maintain, and update excel spreadsheets to compare and validate deals for accuracy and to streamline trade control processes.
• Effectively communicate with brokers on daily trade reconciliations issues, ensuring timely resolutions.
• Research and resolve complex queries and transactional differences.
• Continuous development and maintenance of relationships with front office and other operational areas in Houston, New York, London, and Singapore to resolve issues and ensure process are the most efficient.
• Compile data from Endur OpenLink and Right Angle to report open/unverified trades to management and compliance for risk mitigation.

Prairie View A&M University

Director of a CFP Board-Registered Financial Planning & Finance Faculty

Responsible for developing, enhancing, and growing the financial planning program. Teaching in the college of business, develop and oversee the college’s mentor program, and serve as faculty advisor to student organizations.
• Developed partnerships and strategies to recruit and grow the financial planning program.
• Developed and merged courses in the financial planning program to meet CFP Board Standards.
• Established a financial literacy outreach program that uses college students to teach and advise
their peers on campus and in the community with high school students.
• Secured funding through grant dollars for the financial planning program and the financial literacy
outreach.
• Began a research project to assess the effectiveness and impact of the financial literacy outreach program.
• Developed a three prong approach mentoring program for the college.
• Uses a variety of strategies that encouraged learning for students, directly out of high school,
working adults, and returning students.
• Researches educational tools to create and deliver dynamic lesson plans that maximized learning
of students.
• Records grades and attendance to fairly assess performance of each student.
• Provides the necessary assistance to students, to accomplish their academic goals.
• Works on the recruitment and retention as well as student advisement.
• Works to provided exposure and enriching experiences for students such as; business
competitions, travel to corporations, conferences, and study abroad.

Houston Livestock Show and Rodeo

Supporting the Youth of Texas
Currently, more than 2,000 students are on Show scholarships, attending more than 100 different Texas colleges and universities. The value of these scholarships is approximately $30 million.
The educational commitment for 2014 is $23,062,464

American Association of Blacks in Energy (Houston Chapter) Board Member

Treasurer 2015-2016

Professional Development Co-Chair 2014

American Association of Blacks in Energy (Houston Chapter) Board Member

Treasurer 2015-2016

Professional Development Co-Chair 2014

Leadership Houston

Class XXXVI

American Association of Blacks in Energy (Houston Chapter) Board Member

Treasurer 2015-2016

Professional Development Co-Chair 2014

Leadership Houston

Class XXXVI

American Association of Blacks in Energy (Houston Chapter) Board Member

Treasurer 2015-2016

Professional Development Co-Chair 2014

Leadership Houston

Class XXXVI

Bauer College Alumni Association Board Member

MBA/EMBA Engagement Chair 2015-2016

Finance Committee Co-Chair 2014-2016

American Association of Blacks in Energy (Houston Chapter) Board Member

Treasurer 2015-2016

Professional Development Co-Chair 2014

Leadership Houston

Class XXXVI

Bauer College Alumni Association Board Member

MBA/EMBA Engagement Chair 2015-2016

Finance Committee Co-Chair 2014-2016

Houston Black Leadership Institute

Class II

American Association of Blacks in Energy (Houston Chapter) Board Member

Treasurer 2015-2016

Professional Development Co-Chair 2014

Leadership Houston

Class XXXVI

Bauer College Alumni Association Board Member

MBA/EMBA Engagement Chair 2015-2016

Finance Committee Co-Chair 2014-2016

Houston Black Leadership Institute

Class II

United Way's Project Blueprint

Class XXXIV

American Association of Blacks in Energy (Houston Chapter) Board Member

Treasurer 2015-2016

Professional Development Co-Chair 2014

Leadership Houston

Class XXXVI

Bauer College Alumni Association Board Member

MBA/EMBA Engagement Chair 2015-2016

Finance Committee Co-Chair 2014-2016

Houston Black Leadership Institute

Class II

United Way's Project Blueprint

Class XXXIV

American Association of Blacks in Energy (Houston Chapter) Board Member

Treasurer 2015-2016

Professional Development Co-Chair 2014

Leadership Houston

Class XXXVI

Bauer College Alumni Association Board Member

MBA/EMBA Engagement Chair 2015-2016

Finance Committee Co-Chair 2014-2016

Houston Black Leadership Institute

Class II

United Way's Project Blueprint

Class XXXIV

American Association of Blacks in Energy (Houston Chapter) Board Member

Treasurer 2015-2016

Professional Development Co-Chair 2014

Leadership Houston

Class XXXVI

Bauer College Alumni Association Board Member

MBA/EMBA Engagement Chair 2015-2016

Finance Committee Co-Chair 2014-2016

Houston Black Leadership Institute

Class II

United Way's Project Blueprint

Class XXXIV

American Association of Blacks in Energy (Houston Chapter) Board Member

Treasurer 2015-2016

Professional Development Co-Chair 2014

Leadership Houston

Class XXXVI

Bauer College Alumni Association Board Member

MBA/EMBA Engagement Chair 2015-2016

Finance Committee Co-Chair 2014-2016

Houston Black Leadership Institute

Class II

United Way's Project Blueprint

Class XXXIV

American Association of Blacks in Energy (Houston Chapter) Board Member

Treasurer 2015-2016

Professional Development Co-Chair 2014

Leadership Houston

Class XXXVI

Bauer College Alumni Association Board Member

MBA/EMBA Engagement Chair 2015-2016

Finance Committee Co-Chair 2014-2016

Houston Black Leadership Institute

Class II

United Way's Project Blueprint

Class XXXIV