Substantive background in small to large team leadership, budgeting and P&L, vendor management, effective use of resources, comprehensive investment research and full-service financial experience that includes compliance expertise. Career track record includes extensive start up knowledge, ...more

Substantive background in small to large team leadership, budgeting and P&L, vendor management, effective use of resources, comprehensive investment research and full-service financial experience that includes compliance expertise. Career track record includes extensive start up knowledge, consulting, SEC governance, M&A, downsizing, systems migration, expansion and product roll out. Working within complex platforms has enabled me to be a passionate contributor with a laser-focus on solutions based strategies and profitability.less