Resume

• 2007

  MBA

  Management

  University of Colorado at Colorado Springs

  Transferred down to UCCS. Only took 14 credits at DU

  Finance

  University of Denver - Daniels College of Business

• 2004

  BS

  Finance Accounting

• 2001

  AA

  Business

  Phi Kappa Theta

  Series 31 Futures Manages Funds Examination

  National Futures Association

  Series 31

  Colorado Insurance Producers License

  Colorado Division of Insurance / Promissor

  281885 (Accident and Health

  Life Variable Products)

  Series 7 General Securities Representative Examination

  New York Stock Exchange

  Series 7

  Series 66 Uniform Combined State Law Examination

  North American Securities Administrators Association

  Series 66

• 66

  Performed in-depth analysis of economic and market data to accurately put together corporate and personal retirement and investment packages. Passed the Series 7

  and 31 qualification exams. Managed communications between Morgan Stanley and clients by preparing and presenting in multiple venues and manners. Coordinated time-critical investment opportunities and presentations specifically related to clients and their needs.

  Financial Analyst

  Colorado Springs

  Colorado Area

  Morgan Stanley

  Nellis AFB

  Charleston AFB

  Yokota AB

  Worked extensively on hydraulic systems for the Lockheed Martin F-16 Fighting Falcon

  the Boeing F-15 Eagle

  the Fairchild-Republic A-10 Thunderbolt II

  the Boeing F-4 Phantom II

  the Boeing C-17 Globemaster III

  the Lockheed Martin C-141 Starlifter

  and the Lockheed Martin C-5 Galaxy airframes. Worked as crew chief on C-17

  C-141

  C-5 airframes. Commanded temporary duty tasks to fix and return aircraft from multiple countries back to home station. Led and trained Airman on engineering schematics and other aircraft mechanic specialties for all qualified aircraft frames. Discharge: Honorable. Rank: SSgt. Clearance Held: Secret

  Aircraft Mechanic / Transient Alert / Hydraulic Specialist

  United States Air Force

  Colorado Springs

  Colorado

  Pricing Account Lead for Booz Allen’s Air Force

  NASA and U.S. Space Command (Aerospace) Markets – Managing and supervising team activities for all Aerospace proposals world-wide. Leads all major and/or complex proposals within the Aerospace markets to include

  but not limited to

  indefinate delivery/indefinate quantity

  task order

  stand alone

  and GSA cost and/or price proposals. Consulting analyst for program leads and officers to develop competitive pricing solutions in compliance with firm’s established estimating

  accounting

  billing

  and purchasing systems. Develops creative models that analyze and display data unique to each proposal. Identifies and analyzes potential risk during proposals; develops strategies for risk reduction and makes recommendations to senior leaders for strategic decision-making. Ensures cost volumes are legally compliant with the Federal Acquisition Regulation (FAR)

  internal cost estimating policies

  and Cost Accounting Standards (CAS). \n \nServes as the deputy liaison for the Defense Contract Management Agency (DCMA) and Defense Contract Audit Agency (DCAA) to provide clear communication to all proposal requests and rate checks as well as the submittal of monthly direct labor reports. Provides leadership and mentoring to other pricing analysts and performs quality checks on proposals developed by senior and junior pricing team members. Primary supervisor and career manager for entire team of Aerospace Pricing analysts. Develops training for all pricing analysts on various pricing subjects.

  Aerospace Pricing Account Lead

  Booz Allen Hamilton

  Denver

  CO

  Managed

  analyzed

  and reconciled Collateralized Mortgage Obligations (CMO) for seven different investment banks. Assimilated large quantities of data to reconcile $7.2 Billion of assets between servicers and trustees monthly. Served on collaborative team that managed over $40 Billion in CMO assets

  and maintained a minimum monthly savings of $1.2 Million for investors. Identified

  filtered

  and investigated individual servicer errors in order to resolve investment-funding errors. Built extensive reports for investors and investment banks to summarize high-risk assets within CMOs.

  Credit Risk Analyst

  Clayton Fixed Income Services

• 000

  Colorado Springs

  Colorado Area

  Authority to represent the Director of Estimating and Pricing in routine matters associated with the execution of pricing efforts on proposals assigned. Prepare cost proposals for those efforts assigned by the Director of Estimating and Pricing

  generally more complex and/or higher dollar value efforts. Prepare and present the Pricing Milestone Reviews on assigned proposals to members of Senior Staff after review with the Director of Estimating and Pricing. Work closely with all members of the Capture and Proposal team during the life of a proposal effort

  while protecting the interests of the Controller during the process. Interface with all support organizations

  to include Human Resources

  Contracts

  Legal

  Estimating and potentially others to gather all required information for proposal preparation. Directly interface with Auditors from the Defense Contract Audit Agency who may be performing audits on proposals assigned to the Senior Cost/Price Analysts. Participate in the training and indoctrination of employees in lower grades who are new to the Pricing Department.\n\nMajor Wins as sole pricing strategist

  analyst

  and cost volume lead:\nTurkey/Spain Base Maintenance Contract II: Single Award $458

  000\nThule Air Base

  Base Maintenance Contract (under Exelis Services A/S): Single Award $411

  Senior Cost/Pricing Analyst

  Vectrus

  Provides pricing support to a wide range of indefinite delivery/indefinite quantity

  task order and stand-alone contract cost proposals. Collaborates with program managers to develop competitive pricing solutions in compliance with the firm’s established estimating system. Develops creative models that analyze and display data unique to each proposal. Identifies and analyzes potential risk during proposals; develops strategies for risk reduction and makes recommendations to senior leaders for strategic decision-making. Ensures cost volumes are legally compliant with the Federal Acquisition Regulation (FAR)

  internal cost estimating policies

  and Cost Accounting Standards (CAS). Serves on the \"Mountain States Location Client Staff Business/Proposal Leadership Service Counsel\" in order to identify current market challenges and develop innovative solutions to address strategic pricing challenges. Provides leadership and mentoring to other pricing analysts and performs quality checks on proposals developed by junior Pricing team members. \n\nMajor Wins as pricing analyst:\nDesign Engineering Support Program (DESP) III: $1

  000 IDIQ\nCommunications and Transmissions Systems (CTS): $4

  000 IDIQ

  Pricing Analyst (Senior Consultant)

  Colorado Springs

  Colorado Area

  Booz Allen Hamilton

  University of Colorado at Colorado Springs

  Taught Corporate Finance (FNCE 3050) for undergraduate students at UCCS on a semester by semester basis on a non-tenure track. Classes were taught on campus and online.

  Lecturer

  University of Colorado Colorado Springs

• Corporate Finance

  Pricing Strategy

  Excel

  Cost Accounting

  Financial Analysis

  Pricing

  Neas

  M.B.A.

  Jeremy

  Neas

  M.B.A.

  Vectrus

  Morgan Stanley

  United States Air Force

  Clayton Fixed Income Services

  Booz Allen Hamilton

  Booz Allen Hamilton

  University of Colorado Colorado Springs

  Colorado Springs

  Colorado Area

  Provides pricing support to a wide range of high dollar value indefinite delivery/indefinite quantity

  task order and stand-alone contract cost proposals. Collaborates with program managers to develop competitive pricing solutions in compliance with the firm’s established estimating system. Develops creative models that analyze and display data unique to each proposal. Identifies and analyzes potential risk during proposals; develops strategies for risk reduction and makes recommendations to senior leaders for strategic decision-making. Ensures cost volumes are legally compliant with the Federal Acquisition Regulation (FAR)

  internal cost estimating policies

  and Cost Accounting Standards (CAS). Serves as the deputy liaison for the Defense Contract Management Agency (DCMA) and Defense Contract Audit Agency (DCAA) to provide clear communication to all proposal requests and rate checks and well as submittal of monthly direct rate submittals and annual indirect rate submittals. Provides leadership and mentoring to other pricing analysts and performs quality checks on proposals developed by junior and Senior Pricing team members. Develops training for all pricing analysts on various pricing subjects. Primary backup for management during periods of unavailability.

  Senior Pricing Analyst

  Booz Allen Hamilton