Skills
• Investment Analysis
• Portfolio Management
• Capital Markets
• Financial Modeling
• Asset Allocation
• Financial Planning & Tax Efficiency
• FactSet and Morningstar
• Microsoft Office including Excel, PowerPoint, Word, and Outlook
• High Net Worth Private Investors
• Client Relationship Management (CRM) software including Salesforce
• Client Presentation
About
I am a highly motivated and goals-driven young professional at a globally recognized firm within the investment management industry. I am currently based in the Dallas-Fort Worth area, but I am open to relocation depending on the opportunity.
Over my career, I have focused my career on working directly with private clients to help manage their assets. This opportunity has helped me to develop a deep understanding of capital markets, analyze companies across our strategy, and gain experience in facilitating deals with prospective and current clients.
In addition to development in my role, I have also invested the last few years into becoming a CFA Charterholder. This invaluable experience taught me practical skills which I use in my role for analyzing companies and market trends, while also instilling how powerful perseverance can be in anything that you do.
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