SUMMARY OF QUALIFICATIONS Investment management professional with 24+ years of industry experience in sales & marketing, trading, portfolio management, research analysis, and hedging, on both institutional and private wealth platforms. Very passionate, knowledgeable, and experienced in building a book of business, managing portfolio assets, conducting both bottoms-up fundamental research and technical analysis (across all asset classes), and writing research and marketing content. Worked and excelled at the top investment banks while also possessing strong buy-side and hedge fund experience. AREAS OF EXPERTISE Institutional Sales and Marketing * Equity, Fixed Income, and Options Trading and Investing * Fundamental and Technical Research * Portfolio Management (long only and long/short) * Research and Financial Analysis * Capital Markets * Private Wealth Management * Mutual Fund and Hedge Fund Analysis * Hedging and Risk Control * Back-testing Strategies * Managed Investment Team * Built and grew fund organization * Established extensive investments professional network.

Highlights:

• Management
• MIG
• Research
• Sales
• Security
• Commissions
• Consulting
• Gross Commissions
• Financial
• Planning