• 14+ years of experience in financial services (including Asset Management, Wealth Management, Consulting, and Brokerage Operations)• Currently maintain FINRA licenses Series 7, 63, & 65• 5+ years of experience in sales, customer service, marketing, and media production.• Subject Matter Expert (SME) in Investment Management, Fixed Income, Equity, Alternative Investments, REITs, as well as working knowledge of investment performance, fund performance, investment research, attribution analysis, portfolio performance, performance attribution, portfolio managers, portfolio analysis, financial statement analysis, quarterly performance reporting, valuation models, investment accounting, manager selection, and institutional clients (Insurance & Mutual Fund Firms).• Advanced experience with MS Office, Excel, Powerpoint, MS Access / SQL, Factset Research Systems, Bloomberg, Morningstar, Capital IQ, & Wilshire Abacus & Atlas.• Excellent interpersonal skills with a strong facility for acquiring new knowledge very rapidly. • Outstanding organizational skills including ability to multi-task, prioritize, and manage increasingly complex issues.• Flexible, innovative and able to thrive in a fast paced, growth-oriented and time-critical environment.