Founder of an investment management advisory firm serving women and their families. We provide financial planning and specialized strategic advice at an overall portfolio level as well as within the fixed income allocation, in a manner that is fundamentally unique and tailored to fit each client. We work closely with each client to gain an understanding of their specific interests and needs to collaboratively develop a strategic plan, investment policy and process for building out the portfolio.

Responsible for developing, implementing and executing investment strategy including; asset allocation, money manager due diligence, and ongoing reporting for a Family Office. Developed a unique asset allocation structure that suited the Principal's interest, needs, and preferences of how he wanted his wealth to work for him. Involved in all external relationships surrounding a Family Office including; accountants, bankers, consultants, attorneys, money managers, etc. The role and responsibilities of the position were dynamic throughout the tenure. The position required involvement in estate planning and management, tax strategies, fund analysis, direct investment analysis, banking issues, etc.

Fixed Income Trading Desk ManagerManaged the municipal and taxable trading desks with eight traders responsible for trading fixed income securities for both institutional and personal client portfolios. Developed a streamlined, separately managed product to offer the banks clients with fixed income assets under $10 million. Involved in all aspects of the Product Development including; creating guidelines for prospective clients, developing a process in which the team could efficiently manage these portfolios, assisted in the marketing development, guided the creation of performance composites for compliance purposes. The product has grown into a multi-billion dollar in AUM for the bank. Involved in all aspects of portfolio management including; strategy formulation and implementation, portfolio positioning and client presentations. Responsible for the periodic mutual fund commentaries that were distributed to Fund Board of Trustees as well as investors in the funds.Portfolio Manager- Sector SpecialistMember of a five person team responsible for the management of the U.S. Fixed Income assets. Specialized in the ABS and CMBS markets as well as having responsibility for the overall positioning of client portfolios. Involved in the various decisions of portfolio management for all fixed income clients including duration, yield curve, and sector exposure.

Portfolio manager for the U.S. Fixed Income team. Managed a $1.5 billion securitized portfolio (ABS, CMBS). Developed the expertise to make the firm's initial investments into the CMBS markets. Was solely responsible for the credit analysis, security selection, and trading of the securities within the ABS and CMBS markets for all U.S. Fixed Income clients.

Fixed Income Trader/AnalystExecuted fixed income bond transactions and ensured fair and equitable treatment for all trades. Provided consultation on portfolio strategies and structure, market conditions and policy. Managed passive bond portfolio assets with Senior Portfolio Manager.Daily Valuation Analyst/Reporting AnalystResponsible for the analysis and accountability of client portfolios. Selected for a team of four that developed, from inception, a Daily Valuation product. Involved in all aspects of the product development. Developed an expertise with derivative products to determine how to properly value on a daily basis.