Financial professional with a background in capital markets, insurance, and investment management including issuance and financing, sales and trading operations, managed and trust accounts, trade execution, and wealth management. Detail oriented professional with exceptional organizational and ...more

Financial professional with a background in capital markets, insurance, and investment management including issuance and financing, sales and trading operations, managed and trust accounts, trade execution, and wealth management. Detail oriented professional with exceptional organizational and problem solving skills. Able to determine needs, find business and investment solutions, provide superior customer service, and achieve results. Specialties: Asset Allocation, Asset Management, Equity and Debt Issuance, Foreign Exchange, Investment Review, Project Management, Repo Financing, Risk Management, Trade Execution, Trading.less