Experienced financial services professional with a high level of integrity who employs strong communication (verbal and written) and analytical skills to provide substantive investment insight and solutions to sophisticated institutional clients and prospects. Holding various roles in the financial ...more

Experienced financial services professional with a high level of integrity who employs strong communication (verbal and written) and analytical skills to provide substantive investment insight and solutions to sophisticated institutional clients and prospects. Holding various roles in the financial services and charity sectors with ever-increasing responsibilities, I developed strong capabilities in the areas of management, strategy, marketing and project management which were used to help drive my previous firm’s asset growth and increase the sustainability of the charity I volunteer with.less