PhD Finance, University of Missouri-Columbia, 2014
MS Applied Mathematics - Ohio University, 2009
MS Finance - University of Colorado-Denver, 2003
BSBA Finance and Banking - University of Missouri-Columbia, 1999
Ohio University, 2013-present, Visiting Assistant Professor of Finance
Ohio University, 2008-2009, Instructor, Math Department
Ohio University, 2006-2007, Sr. Financial Analyst, Treasury Department
School Employees Retirement System of Ohio, 2004-2006, Sr. Investment Analyst
Invesco Funds Group, Inc., 2000-2003, Various Roles
“The Valuation and Strategic Use of the Recharacterization Option for Traditional to Roth IRA Conversions,” (with Andy Fodor and John Stowe), Financial Analysts Journal, Volume 69, Number 5, 2013.
“The Wealth Effects of Oil and Gas Property Sell-Offs to E&P MLP Buyers,” (with Andy Saporoschenko), Journal of Financial and Economic Practice, Volume 12, Issue 1, 2012.