An investment industry recognized expert who has dedicated more than 15 years to creating inventive yet practical investment solutions and transitioning quantifiable data into useful end-products through innovation and emerging technologies. Track record of enhancing an institutional-grade wealth ...more

An investment industry recognized expert who has dedicated more than 15 years to creating inventive yet practical investment solutions and transitioning quantifiable data into useful end-products through innovation and emerging technologies. Track record of enhancing an institutional-grade wealth platform for RIAs, including improving the customized investment options and analytics-driven investment process. Incorporating an outside-the-box approach, I envision and execute tactics that align and support organizational success, connect and motivate others to achieve superior solutions and adaptability to changing behavior while remaining undeterred by challenges/obstacles, and ensuring adherence to ethical business practices.less