Self-directed and driven financial professional with comprehensive accomplishments leading investment portfolio strategy, market analysis, asset allocation, financial products, and client-relations teams to achieve goals. Innovative thinker with strong institutional and retail investing, high net worth, financial advising, and compliance acumen. Translates complicated financial topics into easy-to-understand concepts. Demonstrated success in developing and executing plans in complex, regulated organizations. Recognized for implementing impactful strategies by analyzing details to understand client goals, market trends, and risk tolerance. Highly organized, creative problem-solver who excels at guiding clients through many scenarios. Expertise in using quantitative research to select a variety of assets to create portfolios with an effective ROI.Accomplishments:• Utilized research to find the appropriate financial products and models to fit a client’s risk tolerance, income needs, tax situation, and special circumstances.• Created customized financial planning solutions factoring scenarios analysis, models, retirement planning, stop loss, and client risk objectives for Register investment advisors (RIA’s) to present to their clients.• Enabled assets under management (AUM) growth from $200M to ~$1B in four years by building financial planning function.• Guided investment portfolios by providing expert annuity review and approval.• Chartered Financial Analyst, Chartered Alternative Investment Analyst and Certified Financial Planner.Expertise:• Financial, Investment Planning • Market Analysis • Asset Growth • Wealth, Risk Management • Investment Banking • Institutional Investing • Capital Markets • Financial Research, Reporting • Investment Committee • Alternative Investment • Family Office • Private Equity • Venture Capital • Fixed Income • Deal Structures • Buy-Side, Sell-Side • Due Diligence • Investment Product • Separately Managed Account • Regulatory Compliance Governance • Technology • People Manager