Experienced investment professional with significant accomplishments leading activities in discretionary portfolio management, manager research, risk analytics, investment oversight and asset allocation. Areas of proficiency include:
- Leading teams through change
- Designing and implementing ...
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Experienced investment professional with significant accomplishments leading activities in discretionary portfolio management, manager research, risk analytics, investment oversight and asset allocation. Areas of proficiency include:
- Leading teams through change
- Designing and implementing value-added investment processes
- Managing multiple complex projects simultaneously
- Applying risk analytics for wealth management
- Providing insightful research to support institutional and private wealth advisory services
- Leading teams across various geographies, including countries outside the United States
- Developing, monitoring and ensuring adherence to detailed operating procedures
- Presenting complex ideas in compelling and easy to comprehend terms
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