Associated with Bank of America US Trust Global Wealth Management as Team Developer, providing support to Portfolio Manager of private and Institutional Investors. Skilled in Overlap analysis, US Tax analysis, Corporate Tax, Investment compliance, Client presentation, Microsoft Excel, Power point presentation, Bloomberg, Factset, Morningstar, Data Analysis, and Business Development, fund accounting Strong business development professional with a Master's degree focused in Accounting and Finance. Preparing presentations for Investors decision making based on wealth forecast tool and RFPs. Reporting the performance of portfolios to the client invested in the portfolio