Description
Summary: investors and providing valuable support to customers with emphasis on sales and customer retention * Extensive capital markets experience managing fixed income portfolios of all sizes, with expertise analyzing complex securities and accounting, tax and regulatory issues * Experience managing retirement plans for large non-profit including defined benefit, 401 (k) * Experience in money manager search and relationship management as well as development of investment platforms, portfolios and asset allocation models * Broad accounting and finance experience and success in managing teams * Advanced computer modeling and database expertise, with extensive work in Excel modeling, investment software (Bloomberg, Yieldbook, Factset) as well as various ALM and accounting software * Highly-rated public speaker and trainer with success in coordinating seminars and workshops
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