WHO I AM I am a solutions-based professional with proven experience in investment thought leadership and portfolio construction able to deliver investment expertise and communicate complex investment strategies in a simplified manner. For most of my career I have partnered with financial advisors ...more

WHO I AM I am a solutions-based professional with proven experience in investment thought leadership and portfolio construction able to deliver investment expertise and communicate complex investment strategies in a simplified manner. For most of my career I have partnered with financial advisors and sales professionals delivering investment insights contributing to their success in raising assets. I bring continuous improvement and process excellence discipline to all functions. I also place a strong focus on results-driven problem solving and strategic planning, along with strong collaboration proficiencies. WHAT I DO I am a forward-thinking financial professional with a solid history of progressive, professional growth in offering investment advice to clients, providing specific financial strategies and goals based on needs and preferences as well as selecting and monitoring investments. HIGHLIGHTS o Clearly communicate ideas and thoughts so that all engaged parties are capable of understanding and implementing a plan of action around equity and fixed income investment strategies o Solid progressive professional growth and experience working alongside both financial advisors and sales professionals giving presentations on the global economy, the capital markets and specific investment solutions o Documented success in implementing improvements in the day-to-day operational process, and proven in ensuring highest levels of efficiency MY CORE COMPETENCIES Investment Support | Asset Management | Fundamental Analysis | Fixed Income | Industry Trends | Relationship Management | Portfolio Construction | Presentation Skills | Due Diligence | Process Improvement | Business Cycle Analysis | Strategic Analysis | Technical Writing | Process Analysis | Equity Strategies ★I am an open networker; reach out at FGERMANA@COMCAST.NET★less