• Construct firm’s portfolio models for our high net worth clients, U.S. or International, using ETFs, Mutual Funds, Separate Managed Accounts, and Alternative Investments.• Use of macro and technical data to inform strategic or tactical portfolio adjustment decisions.• Evaluate and recommend ideas to our investment committee, ahead of strategic or tactical rebalance decisions.• Prepare and conduct weekly and monthly investment committee meetings, covering market dynamics, review of portfolios, and new investment ideas.• Prepare periodic macro summaries for clients.

• Financial Advisor Trainee

• Planned and executed business development strategies to expand our market share and meet our sales goals across California, Texas, Florida and New York for three years and Florida and Texas for the last two years.• Developed expertise in consulting on equity, fixed income and alternative investment strategies, thru permanent partnership with portfolio managers, market strategist, portfolio consultants, and marketing specialist. • Developed partnerships with Financial Advisors and assisted them with portfolio allocation, idea generation and risk evaluation, leveraging internal analytic tools aimed at identifying sources of risk and opportunities within asset classes and fund families.• Articulated firm’s value proposition thru meetings, presentations, product campaigns, road shows and conferences.

• As an Investment Consultant I established new relationships with International Financial Advisors, and expanded our market share thru outbound calls and sales campaigns.• Organized conference calls, shared market updates, and proactively delivered product updates and opportunities to drive sales and strengthen relationships.• Provided support to Financial Advisors, timely reporting on fund’s performance, attribution, and markets’ impact on strategies.

• Prospected, profiled and acquired new clients thru phone calls, business visits, and events, serving as point of contact and as liaison to the bank’s broader team of specialist. Maintained and increased business with existing clients thru service and proactive approach.• Provided advise and solutions on a diverse array of banking products, including mortgages, home equity lines of credit, and credit cards, among others.• Executed on-boarding of new clients, ensuring compliance with all internal policies, procedures and regulatory requirements.