Skills
Asset & Portfolio Management | Quantitative Financial Analysis | Risk Management | Asset Allocation | Third Party
Risk for Vendor Applications |Compliance for GIPS | Performance Attribution | Operations | Research | Project
Management | Various Asset Classes |Program Management | Business Analysis | Change Management | Wealth
Management | Team Building | Training and Presentation | Client Reporting
About
I am a senior financial executive with experience in developing and managing successful analytical departments for major financial institutions, which service institutional/private wealth clients. Strong analytical and project management skills combined with a proven ability to plan, manage and execute successful business strategies, and create practical solutions to achieve team goals/objectives. A tenacious individual coupled with strong client servicing skills and the ability to manage client expectations.
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