I am an energetic, focused and driven professional with a bi-cultural background working within the financial services industry with experience serving at the individual and institutional investment management level. My skill set has served front, middle and back-office with a passion for understanding how to better provide guidance and solutions utilizing a detail-oriented approach. I like facing new challenges while adapting to a fast paced and continuously evolving industry, always aware of the impact financial products have in people’s lives. I particularly enjoy working with people under a collaborative and collegiate environment and being the person facilitating the dialogue among inter-disciplinary parties.

Highlights:

• Alternative Investments
• Asset Management
• Due Diligence
• Equities
• Fixed Income
• Management
• Mutual Funds
• Securities
• SMA
• finance
• excel