Professional Summary Investment professional & trusted advisor with over twelve years of experience in portfolio construction, investment management and financial planning for high net worth clients, non-profits, foundations, institutions & businesses within a fiduciary landscape. Seeking to join a firm that is at the forefront of combining technology with financial services, where I can leverage my experience & expertise to increase market presence and deliver comprehensive wealth management services. Summary of Qualifications * Experienced in client acquisition, ongoing relationship management and client retention, through building deep relationships and providing investment advice with a fiduciary mindset * In-depth understanding of capital markets, portfolio construction, asset allocation theory, traditional & alternative investments * Possess a consultative and integrated investment approach, offering asset allocation strategies and recommendations to help clients meet their goals based on short- and long-term financial objectives, financial status and risk profile * Possess high Emotional Quotient * Thrive in both collaborative and independent working environments * Experienced presenter in multiple formats (in-person, webinar & phone) * Exceptional verbal and written communication skills ability to explain complex concepts in simple terms Accomplishments * Seven-year active member of manager due diligence teams for traditional and alternative investments * Presenter on national calls on topics including, "How We Manage Money", asset allocation & cross business collaboration * Content video used nationally as example of best in class for style and delivery of content and message * Collaborated with derivatives team to construct a new structured note that is now one of the most used on the platform. Accomplishments * Seven-year active member of manager due diligence teams for traditional and alternative investments * Presenter on national calls on topics including, "How We Manage Money", asset allocation & cross business collaboration * Content video used nationally as example of best in class for style and delivery of content and message * Collaborated with derivatives team to construct a new structured note that is now one of the most used on the platform.

Highlights:

• Financial
• Financial Services
• Portfolio Management
• Life Insurance
• Investment Management
• Services
• Business Development
• Private Client
• Alternative Investments
• Capital markets