“Innovation distinguishes between a leader and a follower.” – Steve Jobs. Transformational Senior Investment Officer & Portfolio Executive with robust experience acquired over 22 years in delivering optimal results and business value in high-growth environments. A Certified Investment Management ...more

“Innovation distinguishes between a leader and a follower.” – Steve Jobs. Transformational Senior Investment Officer & Portfolio Executive with robust experience acquired over 22 years in delivering optimal results and business value in high-growth environments. A Certified Investment Management Analyst equipped with FINRA Series 7, Series 65, and Series 63 Licenses, harnesses articulate communication skills to strengthen client relations while bridging the gap between technical and financial language. Areas of Expertise:  Strategic Planning & Implementation  Product Development  Portfolio Composition & Management  Equity Analysis & Reporting  Portfolio Asset Allocation  Stock Selection  ETF Analysis & Selection  SMA & Alternative Assets Investing  Performance Mapping  Due Diligence  Financial Planning & Analysis  Cash Flow Management  Process Improvement  Risk Mitigation  Regulatory Compliance  Market Research & Analysis  Continuous Improvement  Leadership & Navigation  Training & Development  Communication & Presentations  Business Networking & Consulting  Client Relations  Conflict Resolution To know more about me or how I can help you or your business, contact me at: Jonathanshiffer@hotmail.comless