I am a financial services executive with over 35 years of industry experience, dedicated to delivering client portfolio solutions through technology and asset management products. My passion lies in leveraging industry experience and insights to create client value and drive sustainable growth in ...more

I am a financial services executive with over 35 years of industry experience, dedicated to delivering client portfolio solutions through technology and asset management products. My passion lies in leveraging industry experience and insights to create client value and drive sustainable growth in the financial services sector. My expertise spans various areas, including factor-based portfolio construction for equity and fixed-income securities, ETF due diligence and research sales, capital markets, and the cultivation of extensive buy-side and sell-side client relationships. Throughout my career, I demonstrated a track record in building, scaling, and growing profitable businesses across large and small asset management and brokerage companies.less