Diverse experience with pioneering, entrepreneurial investment management companies provided the foundation and exposure required to understand the managerial issues in the operational, financial, marketing and investment management areas of public securities and alternative investment companies. ...
more
Diverse experience with pioneering, entrepreneurial investment management companies provided the foundation and exposure required to understand the managerial issues in the operational, financial, marketing and investment management areas of public securities and alternative investment companies.
Developed an expertise in statistical portfolio and fund analysis in addition to equity analysis that supported a specialization in thematic equity strategies; also built significant knowledge of developing and modelling portfolios managed according to “smart” beta techniques for prospective investment funds.
A broad education in several languages supports excellent written and verbal communication skills and a winning record in client-facing roles. Built a record of delivering proprietary, research-based solutions to clients and to partners.
A team player who applies a thoughtful, pragmatic approach to projects to create detailed solutions for stakeholders.
This background, coupled with skilled and broad research abilities, enables the creation of insightful information supporting better decision-making for partners and clients in regard to company management and in regard to management of investment products and services.
less
