Accomplished financial professional with extensive experience in financial services—most recently as a leader in investment writing & content development, strategy & research, thought leadership and client consulting within the Investment Management and ETF industry. Subject matter expert with ...more

Accomplished financial professional with extensive experience in financial services—most recently as a leader in investment writing & content development, strategy & research, thought leadership and client consulting within the Investment Management and ETF industry. Subject matter expert with strong investment research, writing, marketing, content development, client service, and communication skills. Instrumental in driving brand awareness and sales. Investment Writing | Content Creation | Strategy & Research | Investment Analysis | Product Positioning | Industry Expertise | Client Consulting | Competitive Analysis | Portfolio Analytics | Thought Leadership | Market Analysis | Project Management Master of Science (MS), Finance FINRA licensed: Series 7 & 63 Microsoft Office, Bloomberg, FactSet, Morningstar Direct, Zephyr StyleAdvisor, Barclays POINTless