Over 21 years financial services industry experience working with pension funds, endowments, foundations, hedge funds, RIAs, FAs, and family offices Created family of financial sector indices and ETPs. Consistently exceeded goals in a team environment while maintaining high set of professional ...more

Over 21 years financial services industry experience working with pension funds, endowments, foundations, hedge funds, RIAs, FAs, and family offices Created family of financial sector indices and ETPs. Consistently exceeded goals in a team environment while maintaining high set of professional standards Unique experience of understanding the creation, recommendation, sales and distribution of investment products, globally, to a wide variety of institutions including pension funds, endowments, foundations, hedge funds, etc. Licenses: 7, 63, 86 & 87less