Description
Ambitious and driven Chief Investment Officer (CIO)/Portfolio Manager with over 25 years of investment experience who creates strategic alliances with fellow employees, colleagues, clients and prospective clients in order to build lifelong, mutually beneficial financial relationships. Successes include advising small businesses and individual clients as well as 401(k) participants. Have successfully proposed on and won 401(k) business and currently oversee the growth and business development of the 401(k) business Areas of expertise include business development, asset allocation development, investment strategy and risk management. Exhibits exceptional leadership and management skills. Capable of working with people at all levels and all walks of life.
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