Expert investment professional with extensive experience in residential mortgage banking; institutional and high net worth investment management; client business development, sales, and service; investment consulting; and team management. Direct experience in developing investment strategy, establishing investment policy guidelines, asset allocation, portfolio management, performance measurement and attribution, and frequent client meetings. Strong leadership skills working in a collaborative manner with partners building valuable and productive long-term relationships. Highly motivated manager with a strategic entrepreneurial style. Successful in building highly productive and profitable teams that have led to organizational growth and financial outperformance.Chartered Financial Analyst (CFA) charterholderCertified Mortgage Banker (CMB)Specialties: Residential mortgage banking; GSE relationships; institutional investment management; client development, sales and distribution; client relationship management; investment consulting; client risk assessment; Modern Portfolio Theory; investment policy guidelines; asset allocation; performance attribution analysis; equity, fixed income, and alternative products.