Strategic professional experienced in fund administration, data, and operations, supporting organizational decision-making while strengthening culture and ensuring clarity.
Overview
9
9
years of professional experience
Work History
Associate Director
Humphreys Capital
Oklahoma City, OK
01.2023 - Current
Lead data and analytics initiatives, providing insights to leadership, investors, and boards.
Manage fund administration, including reporting, dashboards, data warehouse, IT systems, and compliance.
Support board communication with timely and accurate materials.
Drive employee engagement, leading cultural surveys and initiatives.
Plan and execute corporate events and community programs.
Partner with executives on strategic decisions across operations, finance, investor relations, and investments.
Mentor analysts and lead a team of 3 to support professional growth.
Ensure regulatory compliance and adapt to changing standards.
Analyst
Humphreys Capital
Oklahoma City, OK
03.2021 - 12.2022
Analyzed financial and operational data to identify trends and strengthen forecasting.
Built analytical models and dashboards to improve accuracy and reduce risk.
Researched and evaluated investment opportunities and risks.
Implemented process improvements to enhance reporting and data collection.
Created clear visual reports to communicate findings to executives.