Coo
CurrentLead operations for this institutional investment advisory and consulting firm. Clients include corporations, municipalities, and utilities. Decision Analytics prides itself on delivering creative solutions customized to the clients’ particular goals.Investment advisory services include investment strategy, focused on risk-management and tight controls; portfolio design; manager selection and full cycle investment accounting.Financial consulting services include asset valuation for illiquid securities, requests for proposal for financial services, custom investment database and reporting systems, and litigation support.Led the product development teams that secured two US patents for business processes.