Stay tuned! I am currently diving into driving organic growth, implementing the best technology currently available, and exploring new ideas and breakthroughs.

• Led the Portfolio Analyst department and set the strategic vision managing 17K+ discretionary accounts totaling $7B+ AUM. • Complete oversight of the implementation of a total of 30 models across solutions such as Traditional, Tax Managed, and Impact/ESG. Aligned portfolios with model target allocations, managed cash flows, monitored adherence to Investment Policy Statements (IPS), improved the products and resources offered, and worked with Advisors to ensure client satisfaction.• Collaborated with CIO and App Developers to create “rep-as-PM” product from scratch – “Pathway Pro.” Pivotal role in designing the product, building processes, training advisors, and managing continual improvements since launch. Gathered $600M+ in two years and is the firm’s fastest-growing product• Served as trusted contact for strategizing and resolving complex situations faced by advisors – maximizing tax sensitivity, fielding custom inflections for legal needs or trust documents, and ensuring accurate management of special relationships.• Proficient in Microsoft Office, Tamarac Advisor Rebalancing (Envestnet), Pershing NetX360, Morningstar, Salesforce, FIS Securities Network for FIX connections, and SQL database.

• Expert for strategizing, onboarding, and implementing new discretionary assets; decision-maker for account setup and trading of more complex fee-based assets and HNW households (retail, trusts, agency, estate, charitable, and institutional).• Enhanced trading reports and developed scalable trading processes significantly reducing operational queue times and costs, critical to the growth of the discretionary asset program. Facilitated same-day completion times (versus multiple business days), an 85% reduction in trading errors and costs to the firm, and increased Trading department personnel value and productivity once taught new methods.• Configured discretionary models as tactical allocation changes were made by Research; structured trades within required parameters – accounts targeted, potential realized gain impacts, fund redemption charges, and wash-sales.• Oversaw monitoring reports for rebalancing candidates, tax-loss harvesting, DCA schedules, and excess cash.

• Executed trades across 10K+ discretionary accounts totaling $3B+ AUM. Facilitated investment of cash, DCAs, rebalancing, and raising cash utilizing turnkey asset management programs (TAMPs) such as Charles River and Tamarac/Envestnet.• Drafted Action Plans to leverage TAMP capabilities for more accurate trading of portfolios and reduced completion times for several processes. Led to enhanced department operational reliability thereby increasing client trust and business value.• Assisted implementation of a new trading system (Tamarac Advisor Rebalancing); developed best practices and training workbooks for colleagues and future hires• Resolved inquiries regarding trade research, equity information, and administrative procedures promptly and concisely.

Education, relationship management, asset gathering, and asset retention. Closed needs-based gaps in portfolio management by demonstrating value-driven solutions to self-directed clientele. Helped lead a development team for new hires and younger IC's. Wrote a quarterly market newsletter for the Northeast Region.