Managing Director
CurrentBanking Division I lead investment analysis and strategy for Banking Institutions, Public Funds, Asset Management firms, Endowments and Foundations, with a focus on Total Return and yield enhancement on Fixed Income Institutional portfolios.▪ By providing custom balance sheet solutions, I mitigate excessive interest rate and liquidity risks through advanced asset liability management.▪ I create tactical investment plans to regulate liquidity in order to meet future strategic plans. I also, conduct in-depth analysis and optimization on loan portfolios to maximize earnings.▪ I evaluate relative strength and risks to capital and assess efficiency of operational costs, as well as develop and present economic and investment themed concepts to clients for financial planning initiatives.ACHIEVEMENTS▪ Top 1% in National Sales Team▪ Over $3.5M in Production▪ Top New Accounts for 2018