Occupation:Personal Financial Advisor |
Location:Walnut Creek, CA |
Education Level:Master |
Will Relocate:YES |
Description
SUMMARY Seasoned investment manager with an outstanding long-term track record in Global Equity investing and an established history in asset gathering and client service. Skilled, fundamental GARP investor who is knowledgeable about asset allocation, quantitative tools and risk management. Extensive experience in client relationship management, with a record of helping clients meet/exceed their long term goals and objectives, and success in building solid and lasting relationships of trust.