Description
SUMMARY A highly accomplished financial service professional with deep portfolio management and sector/stock specific research and analysis. expertise Leverages and extensive asset management small and large cap growth stocks investment management active risk management financial analysis financial forecasting marketing and product management. financial Well-versed growth sectors particularly the technology financial and consumer sectors. A proven track record of administering informed and decisive decisions in a team environment has resulted positive risk-adjusted returns investors. Developed a disciplined and repeatable stock selection process featuring a focus on secular trends. of Process identifying securities for inclusion into portfolio Growth includes finding firms leveraged secular trends that exhibit strong or improving fundamentals an attractive relative valuation and an identifiable catalyst that is expected lead multiple expansion. includes Process significant use of Wall research Street and sell-side
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