I review, edit and approve for distribution all types of investment research product: equity, fixed income, investment strategy, economics, technical analysis, equity derivatives (Series 4), municipals (Series 53), ETFs; notes, reports, slide packs, blast voice mail, webcasts. I have also performed ...more

I review, edit and approve for distribution all types of investment research product: equity, fixed income, investment strategy, economics, technical analysis, equity derivatives (Series 4), municipals (Series 53), ETFs; notes, reports, slide packs, blast voice mail, webcasts. I have also performed a variety of Research Compliance functions.less