Background includes commercial lending, corporate credit analysis, institutional investment consulting, sell side stock research, financial analysis, private equity valuation, plus high net worth investment management and personal financial planning. Experience includes many years of institutional ...
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Background includes commercial lending, corporate credit analysis, institutional investment consulting, sell side stock research, financial analysis, private equity valuation, plus high net worth investment management and personal financial planning. Experience includes many years of institutional and private client relationship management.
Experience:
Private Wealth Management
Investment Management
Investment Consultant
Investment Advisor Representative
Personal Financial Planning
Financial Analyst
Investment Analyst
Risk Analyst
Equity Analyst (public and private)
Credit/Fixed Income Analyst
Financial Planning
Portfolio Strategist
Portfolio Management
Relationship Management
Mutual Fund Analysis
Exchange-Traded Fund (ETF) Analysis
Stock and Equity Analysis (Buy and Sell Side)
Asset Allocation
Retirement Planning
Small Business Lending
Corporate Credit
Commercial Lending
Hard money and Bitcoin enthusiast
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