With a strong depth and breadth of experience in the financial industry ranging from advising ultra-high net worth investors and business owners, estate planning, financial modeling, investment management oversight, sub-advisor contract negotiations, new product launches, and compliance, to lead ...
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With a strong depth and breadth of experience in the financial industry ranging from advising ultra-high net worth investors and business owners, estate planning, financial modeling, investment management oversight, sub-advisor contract negotiations, new product launches, and compliance, to lead roles in securities lending and soft dollars, I’ve developed an unparalleled skill set of international experience that provides a clear and unique vision to guide clients, institutions, business units, and colleagues, down a more thoughtful and intentional path.
With a proven track record of successful associate supervision, leading many diverse, cross functional international teams, I have a proven ability to work alongside executives, clients and all other levels of the organization in a collaborative and impactful manner.
Specialties: Registered Investment Advisor, Financial Planning, Investment Management, Investment Consulting, Asset Allocation, Investment Analysis, Investment Policy, Financial Modelling (eMoney), Estate Planning, Financial Risk Management, Contract Negotiations, Rule 38a-1 Compliance, Transition Management, Operations, Fund Accounting, New Fund Development, Project Management, Coaching, Cross Functional Team Leadership, Sr. Level Manager, Third Party Platform Set-up and Launch, Process Analysis and Automation.
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