Description
Investment specialist with almost 10 years experience managing and trading multi-million dollar portfolios for institutional investors. Strategic financial professional with proven success in designing and implementing Investment Policy Statements for institutional investors. Creative thinker in designing customized fixed income indexes for portfolio solutions.
Work Experience
| COMPANY | POSITION HELD | DATES WORKED |
|---|---|---|
| Mc Queen Financial Advisors Inc. | Portfolio Manager | 1/2017 - 1/2018 |
| World Asset Management (Subsidiary Of Comerica Inc.) | Avp, Senior Fixed Income Portfolio Manager | 1/2007 - 1/2016 |
Accomplishments
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