INVESTMENT CONSULTING AND FINANCIAL PRODUCT MANAGEMENT
Innovative, effective, investment professional with advisory, sales and product management experience in a growth and team oriented environment. Embodies a results-oriented collaborative approach while building relationships across business units and levels of management to successfully reach revenue, operational and service related goals. Skilled at analyzing and applying market data to deliver relevant solutions to the end client within the asset management and investment industry. Expertise includes:
 Applying timely knowledge of the current investment environment while balancing it with product, sales, client and broker/deale...