Investment professional with experience in operations, trading, investment management, investment consulting, retirement plan administration, marketing, and client service. Demonstrated proficiency in setting investment strategy, asset allocation, establishing investment policy, evaluating and ...more

Investment professional with experience in operations, trading, investment management, investment consulting, retirement plan administration, marketing, and client service. Demonstrated proficiency in setting investment strategy, asset allocation, establishing investment policy, evaluating and selecting investment managers, performance measurement, attribution analysis, new product/investment service launch, and client retention. FINRA Series 7 & 63. Specialties: Investment policy development, manager due diligence, manager selection, asset allocation, equity trading, client service, investment product marketing, relationship management, vendor negotiation.less