Finance and Investment professional extensive and progressive experience covering a broad array of responsibilities. Specific expertise include: • Wealth Management & Taxation • Portfolio Management • Retirement Plan Consulting & Management • Client Relationship Management and Sales • ...more

Finance and Investment professional extensive and progressive experience covering a broad array of responsibilities. Specific expertise include: • Wealth Management & Taxation • Portfolio Management • Retirement Plan Consulting & Management • Client Relationship Management and Sales • Asset Allocation Analysis • Project / Product Management • Investment Due Diligence and Selection • Regulatory and Fiduciary Governanceless