Collaborating with clients to help achieve and surpass investment and retirement planning goals is what I do. I am an innovative, process-oriented fiscal professional with knowledge of portfolio analytics, asset allocation, and portfolio management. My focus is on partnering with, coaching and ...more

Collaborating with clients to help achieve and surpass investment and retirement planning goals is what I do. I am an innovative, process-oriented fiscal professional with knowledge of portfolio analytics, asset allocation, and portfolio management. My focus is on partnering with, coaching and educating clients in order for them to define, understand and achieve their target financial results. I do this by conducting comprehensive analyses and taking time to understand unique situational perspectives before recommending products, services, and financial plans that meet individual needs. I am energized by a challenge and am passionate about solving problems to help my clients thrive. Specialized Areas of Knowledge: Strategic Financial Leadership | Data Analysis & Reporting | Portfolio Management | Revenue & Market Share Growth | P&L Maximization | Client Confidentiality | Institutional Wealth Management | Portfolio Analytics & Recommendations | Portfolio Performance | Portfolio Attribution | Budgeting & Resource Allocation | Product Ideation & Implementation | Global Team Management | Hiring, Training, & Coaching | Risk Management | Cross-functional Collaboration | Organization | Communicationless