EXPERIENCE SUMMARY: Over 25 years of extremely accurate, reliable and efficient back-to-mid office operations combined with fund portfolio accounting, confidential client management processes and composed, tactful trade execution in global futures, equities, foreign-exchange and debt markets. These traits and roles are supplemented with complex compliance expertise, private fund investment research and integral bookkeeping and budgeting skills. UNIQUE SKILLS: * Clean Operations Leader: Use strengths as a determined, detail-oriented problem-solver, a highly focused task manager and a personable, relaxed team member able to work effectively with colleagues, clients and counter-parties to maximize operational efficiency. Experience as both a leader on a trading desk and as an integral team member allocating large trades across all manner of accounts. * Investment Strategist with Compliance / Accounting Mindset: Well-rounded background allows compliance, tax and portfolio insight as it relates to types of accounts - partnership, foundation, family partnerships, IRAs, trusts and DBPs. Ability to cohesively weigh benefits and disadvantages to potential investment and allocation decisions. * International Trading Expertise: Provide solid, composed focus in volatile investment environments which has yielded excellent results and given consistent confidence to surrounding colleagues. Carry deep experience trading through many global crises - Russian debt, LTCM, "irrational exuberance", 9/11, subprime - with great success and reliability.

Highlights:

• Commodities
• Futures
• Certificate Authority
• Real Estate
• RIA
• Wire Transfers
• Accounting
• Compliance
• SEC
• Alternative Investments
• Private Funds
• Asset Allocation
• Trade Execution
• Client Services
• Account Management
• Portfolio Construction
• Client Invoicing