Accomplished results driven client focused professional with more than 20 years of experience working with institutional investors. Subject matter expert in financial markets asset allocation strategies pension finance and plan management performance analysis and investment manager research. Key contributor to sales revenue enhancement and product development efforts. Demonstrated ability to maintain and enhance client relationships. Expertise working with senior executives in Fortune 500 companies public pension plans endowment and foundations and investment management organizations. Certified Investment Management Analyst and current member of the Board of Directors of the New York Metropolitan Chapter of IMCA.

Highlights:

• Equity
• Due Diligence
• Management
• Research
• Defined Contribution
• Equities
• Investment Management
• Product Management
• Request for Proposal