Description
SUMMARY OF QUALIFICATIONS * Extensive experience in the client servicing and marketing of investment products to institutional, high net worth and retail investors. Adept in the application of financial planning techniques and strategies to maximize client long-term wealth and minimize their "tax footprint" during initial implementation and ongoing portfolio and wealth management. * Experienced presenter of complex investment and wealth management concepts including risk/return characteristics, asset allocation and tax planning to institutional and retail clients. * Successful experience in the analysis and monitoring of investment management products and services within institutional and individual investor frameworks. * Portfolio Management * Portfolio Construction * Fund and Manager Selection * Client Service and Business Development PROFESSIONAL HIGHLIGHTS
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