Investment professional with over a decade of experience as a Supervisory Analyst, editor, and team leader, with prior work as a fundamental equity analyst. Worked on both the buy and sell side. Skilled in analysis, editing, writing, training, problem-solving, multi-tasking, and in developing ...more

Investment professional with over a decade of experience as a Supervisory Analyst, editor, and team leader, with prior work as a fundamental equity analyst. Worked on both the buy and sell side. Skilled in analysis, editing, writing, training, problem-solving, multi-tasking, and in developing techniques for increasing efficiencies. Specialties include troubleshooting, mediating, delivering, and working closely with analysts, compliance, legal, and SA team. Past member of FINRA’s Series 16 Supervisory Analyst Question Writing Committee.less