I have devloped a niche between extensive experience within investment management and technology, including global trading platforms, performance measurement and portfolio management. StrengthsFinder 2.0 shows me to have these competitive advantages, Communication, Includer and Woo. I love to ...more

I have devloped a niche between extensive experience within investment management and technology, including global trading platforms, performance measurement and portfolio management. StrengthsFinder 2.0 shows me to have these competitive advantages, Communication, Includer and Woo. I love to listen and assist to my customer's objectives. . . FINANCIAL & • • • MANAGEMENT • • • SECURITIES • • • TECHNOLOGY Portfolio Analysis• • • EXPERIENCE • • • EXPERTISE • • • KNOWLEDGE Specialties: - Charles River Trade OMS . - Portia Fund Accounting - Financial Analysis . . . . . . - CCAR - Essbase . . . . . . . . . . . . . - Interest Rate Risk - Factset Analytics. . . . . . . - Bloomberg Asset Management - Risk Management . . . . . . - Diversification & Investment Correlation Metrics - DTCC & Global Settlement . . - QRM Accomplishments: • Strong investment management experience as a strategic member of corporate leadership teams. • Expertise in directing cross functional teams in enhancing productivity through technology and operational evaluation in Visio and the implementation of process improvements to achieve company objectives. • Highly skilled in driving project operations from inception to completion. • Effective project manager with ability to lead teams of professionals to focused results.less