I am a senior financial service professional with 15+ years of experience in trading, investment strategies, and market trends. My broad expertise in financial planning and analysis has accentuated my client relationship management capabilities for high-net-worth individuals. As Managing ...more

I am a senior financial service professional with 15+ years of experience in trading, investment strategies, and market trends. My broad expertise in financial planning and analysis has accentuated my client relationship management capabilities for high-net-worth individuals. As Managing Principal at Fidelis Capital, I partner with institutional investors and high-net-worth individuals and I oversee operations management decisions for the entire firm. My career trajectory also includes serving as a proprietary trader for the T3 Trading Group and a financial advisor for Merrill Lynch. I earned my MBA in Finance and Legal Studies from the University of Miami and a B.S. in Finance from Susquehanna University. I hold a FINRA Series 3 license and I am a CFA Charterholder. Skills: Business Writing, Python, C#, Communication, Futures, Foreign Exchange (FX), and Options.less