TrigoFi was founded on January 2021 and it became a Registered Investment Adviser (RIA) on September 20, 2021. Since then TrigoFi has helped clients take control of their financial lives and achieve financial freedom.

• Founding team member of A&M Investment Management, an SEC Registered Investment Adviser (RIA).• Structured multimillion dollar fixed income investment portfolios for institutional clients.• Cultivated and strengthened lasting client relationships through continual communication and effective problem resolution.• Led development, and successful product launch, of firm's automated portfolio management software.• Developed and implemented compliance policies and procedures and ensured SEC regulatory compliance by overseeing all audits to verify protocol adherence.• Directed HR operations, recruited, hired and trained initial personnel, working to establish key internal functions and outline scope of positions for new organization.

• Managed portfolio of global high net worth (HNW) clients with over $1 Billion in total assets.• Developed and cultivated lucrative relationships with both new and existing clients through effective communication and exemplary interpersonal skills while providing high level of expertise.• Planned portfolio solutions after carefully analyzing clients' financial health and future requirements.• Supported end-to-end credit management process, submitted complete loan documentation and supported credit originations for credit compliance.• Assisted customers with needs such as opening accounts, depositing or transferring funds, updating account details and signing up for new services.• Operated in self-directed environment with minimal input to solve problems and implement resolutions.