Operations Manager with broad-based project management experience within the financial services and technical industries. Utilizes strong interpersonal skills to forge and maintain solid working relationships with clients and investors ensuring satisfaction and repeat business. Leverages extensive Excel, Bloomberg and Portfolio Management knowledge as well as expansive technical skills to deliver innovative solutions. Serves as a trusted liaison across departments, aligning various goals to ensure the achievement of key company objectives. Recognized for working well with colleagues, clients and service providers. Thrives within fast-paced, high-energy environments and consistently delivers significant contributions to secure lasting business success. Trading Portfolio Management  Asset Allocation Financial Reporting Account Management