My strong experience managing high asset portfolios ranging from $300M to $3B for enterprise and government entities throughout the United States has made me a Reputable Financial Sales Leader.I function as a Strategic Business Partner to leadership by engaging and managing stakeholder relationships leading to successful delivery of timely, cost-effective solutions that meet short and long-term financial goals.I enjoy serving as a Key Advisor to stakeholders by leveraging resources to achieve results and advance organizational growth and revenue.CORE COMPETENCIESInvestment ▪ Risk AnalysisPortfolio Management ▪ Due DiligenceAsset Allocation ▪ Funds ManagementFinancial Reporting ▪ Regulatory ComplianceClient Relationship ManagementStrategic PlanningTraining and EducationFixed Income Portfolio AnalysisBank Regulatory ReportingNew Banking Tax LawsTax Equity ▪ Fiscal Responsibility Act (TEFRA)Asset ▪ Liability ManagementCredit Risk ManagementFixed Income MarketsSwap Market StrategiesMarket Valuation
Listed skills include Asset Management, Fixed Income, Portfolio Management, Investments, and 38 others.