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Provided discretionary Financial Advisors and Portfolio Managers with asset allocation and portfolio construction models utilizing fundamental, technical and quantitative research to arrive at sound and timely investment decisions (Core Domestic & Global ETF's). Managed proprietary models for Futures Contracts and Forex Currencies including long and short equity / credit strategies.

PM Director of the proprietary Domestic & Global Enhanced Index Strategies. Worked with advisors presenting to their most sensitive client relationships. Proprietary models developed with extensive Excel, VBA (Visual Basic for Applications), financial algorithmic and engineering modeling.