Managing full brokerage house operation catering to mostly retail investors. Integrating technology to provide better and automated service to clients and lower operational costs. Portfolio management and investment advisory backed by market research for institutional investors, middle market companies, retail investors and high net worth individuals.
Previously worked for Wells Fargo Bank as a Premier Banker within the proximity of some of the richest zip codes in United States.
Experienced in the capital markets working for a leading stock brokerage and a Singapore based boutique financial investment and advisory firm. Created trading strategies, and designed portfolios of a $70 milli...
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