Highly experienced Investment consultant with broad expertise as a senior portfolio manager in the investment management business including fixed income and enhanced cash portfolio management as well as equity research. Extensive fixed income background includes roles as corporate sector specialist, business unit manager and product manager. Education includes business undergraduate degree and MBA from University of Chicago as well as Certified Private Wealth Advisor® Certification. Member of Investment Management Consultants Association and Certified Financial Analyst Society.
Listed skills include Portfolio Management, Fixed Income, Investments, Investment Management, and 14 others.