Multidimensional investment professional with a unique combination of portfolio management expertise, gold-standard certifications, technical proficiency, and strong communication skills. Resourceful, inquisitive, and proactive in gaining knowledge with a team-first attitude• Chartered Financial Analyst (CFA) and Chartered Market Technician (CMT) with comprehensive expertise for end-to-end investment decision-making proficiency• Investment analyst capable of leading the entire lifecycle of security and/or portfolio analysis, including building advanced Microsoft Excel-based Monte Carlo simulations, integrating AI for advanced functionality, and using financial technology and data platforms to identify macro, fundamental, and technical drivers of investment performance• Captivating investment communicator adept at explaining the full spectrum of investment products and their application within portfolios. Fluent in derivatives, equities, fixed income, options, structured notes, annuities, SMAs, ETFs, hedge funds, private equity, and mutual funds• Product specialist with granular understanding of a wide variety of portfolio construction methodologies, including factor-based investing, quantitative and fundamental active management, passive management, and derivatives-based risk modification• Dynamic public speaker with a strong executive presence, effectively communicating with key clients, board members, research analysts, investors, regulators, and media reporters• Experienced business development representative to FINRA-licensed Broker-Dealers and SEC-Registered Investment Advisor clients, with a wide breadth of capabilities for guiding investment professionals to make confident, educated allocation decisions (active Series 7, Series 6, Series 63, Series 65, Series 86, Series 87, and SIE licenses)In my free time, I am a 7ish-handicap golfer, defenseman on a recreational hockey team, and an avid traveler with 23 countries visited since 2013