Analytical and client-focused professional with over 5 years of experience in wealth and asset management with a background in finance and first-hand experience in quantitative & qualitative research, investment management, and client acquisition along with practical expertise in the fin-tech space in product building, customer life-cycle management and strategy. Throughout my career, I have driven initiatives that improve financial planning processes and boost operational efficiency at major investment firms. I also drive success in building and managing a global multi-asset portfolio, providing clients with wealth and investment strategies, financial advice, and product solutions tailored to their financial goals.Tools & Techniques: MS Office Suite (Word, Excel, PowerPoint) | Power BI | Google Spreadsheet Automation | SQL | Bloomberg | Morningstar