Description
SUMMARY Accomplished professional with experience in investment manager due diligence, selection, and portfolio construction. Problem solver with experience leading and delivering sound personalized investment advice and solutions to meet client needs and goals for asset growth and retention. Results-oriented professional with strong interpersonal skills, and a diverse background in the financial services industry. Committed, dedicated team member with the ability to lead in a deadline-driven, highly competitive environment. Proficient in Morningstar Direct, Bloomberg, Zephyr Style Adviser, and Informais PSN Enterprise.
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