Results-oriented sales professional with a history of success in following the markets, building lasting client relationships and selling complex global investment strategies to the most sophisticated institutional investors in the U.S. Strong analytical skills built through conducting in-depth asset allocation and factor-based analyses and asset/liability studies. Exceptional communications and interpersonal skills developed over 30 years of working with knowledgeable institutional clients. Excellent problem solving/solutions skills honed through helping clients solve investment challenges. Outstanding credentials including CFA and MBA.KEY COMPETENCIESBusiness Development, Broad Product Knowledge, Deep Market Understanding, Client Relationship Building, Asset Allocation Analysis, Strategic Planning, Board Presentations, Credit Analysis , Corporate Finance
Listed skills include Business Development, Due Diligence, Mergers And Acquisitions, Investment Strategies, and 3 others.