Growing up in a small town with a population of about 1,100 people, living the life I have lived thus far was never in the realm of possibilities. For almost a decade of my early life I lived on a farm in this small town, surrounded by open fields, cows, horses, and the occasional peacock (yes you read that right, one of our Amish neighbors owned peacock). That period of my life, along with working demanding summer jobs in a local cabinet shop and at a local landscaping company, ingrained a set of values that I am proud to carry with me today.
The exciting details of my education and work experience can be found in detail on the “Résumé” page above, but I believe some details are important to include here to get a full picture of who I am as a person. I graduated from Indiana University in 2017 with a B.S. in Sport Management. My time at Indiana University was an immensely important part of my life. Not only is this where I discovered my ability to connect with people while cold calling in the athletic ticket office, it is also where I discovered my affinity and skill for marketing and building a marketing plan through a creative process. I greatly credit that discovery to one of my favorite professors at IU, Ann Bastianelli. Perhaps the greatest highlight of my college years, and the one that changed my life in the best way possible, was meeting my wife. The last two things I listed changed the course of my life, for the best. My wife’s job has allowed us to live in Europe the last three years, and quite frankly has enabled us to live an incredibly unique life that I am very thankful for.
2017 through 2021 was an amazing, indescribable time of my life. I traveled to 35 countries and 3 continents, I learned how to live with uncertainty, I learned so many things about so many different cultures that have opened my mind in so many different ways, and most importantly I learned how to live outside of my comfort zone and adapt to unfamiliarity on the fly.
In my free time I enjoy:
- Sitting down and reading a good book (almost exclusively non-fiction)
- Taking a hike in nature with my wife and our dog, Ruthie
- Watching any sporting event I can get my eyes on
- Going for a long run (currently training for a 10k)
- Cooking up a new recipe
- Spending time with family and friends
From April 2021 to May 2024, I worked in corporate governance and proxy voting, with the largest proxy advisor service in the world - ISS Governance. I have spent each of those years working in Client Success, servicing hedge funds, institutional investors, and asset owners in their day-to-day proxy voting and governance operations. I have always found great joy in finding creative solutions to the problems my clients face quickly and thoroughly. If I can make my client's day, then that is a job well done. The beautiful thing about Client Success is that it is a bit of an intersection between customer service, project management, and sales. This type of role has really helped develop me into a well-rounded employee. After one year at ISS, I was given the opportunity to be promoted to Team Leader in our West region. In this role, I had a team of four employees and oversight of about 400 of ISS' clients, which was about $10 million of annual renewable contracts. Most of my team's clients were in the hedge fund space, but some also included institutional investors. Being a manager was a challenging learning curve, but a learning curve that I was thoroughly enjoyed. Being responsible for my employees' development and finding opportunities for them to have their work recognized was something that I truly enjoyed. It takes a much different mindset when you become a manager, and based on the feedback I received and the results my team achieved, I did an excellent job navigating these first couple of years in the role.
After my time at ISS came to an end, I started a new opportunity with the largest independent wealth manager in San Antonio - Sendero Wealth Management. I am currently serving as a Client Relationship Specialist, continuing to develop the client-facing skills I learned from my time at ISS. In May 2025, I passed my Series 65 exam, which has allowed me to gain experience in trading and portfolio management. In the coming months, my role will be transitioning into a Client Relationship Specialist and Portfolio Manager hybrid role.
