Skills
Wealth Management Solutions, Business Process Optimization, Interpersonal & Leadership Skills, Portfolio Management, Strategic Relationships, Financial Analysis, Account Management, Customer relations, Risk Assessment, Team Building, Market Analysis, Cross sell. Advanced understanding of a wide range of subject matters including income taxation, transfer tax system and strategies such as annual gifts, trust, estate, stock options, insurance, investment, and cash flow modeling. Microsoft Office.
About
Financial professional with fifteen years of comprehensive investment advisor experience in client facing role and back office. Maintains record of successfully developing customized financial strategies to meet the clients objectives. Manages multiple portfolios with diligent attention and continual analysis of economic trends to determine appropriate asset allocation. Successful in evaluating business and investment opportunities, quickly understands companies and their market. Equally strong performance in new business development.
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