➥ I am an analytical, multi-faceted, and focused professional with a seasoned finance background, a history of optimizing and scaling day-to-day operations, and a talent for aligning teams around common goals. I combine over 10 years’ experience providing financial leadership and investment guidance for multiple high-profile organizations; ensuring clients and entrepreneurs are optimally positioned to deliver against their financial goals; delivering a highly differentiated customer experience throughout the investment process; and carefully shaping the procedures and policies that sustain an efficient, productive, and highly competitive organization.➥ I excel at building trusted-advisor relationships with clients of all levels, training top-tier teams of financial advisors, analyzing and minimizing clients’ tax liabilities, promoting best practices of wealth accumulation, sustainably mitigating investment risk, and facilitating strong audit performance. ➥ I am a supportive team leader with a strong ability to take charge of projects, train and empower others, and motivate those around me to do their best work. I believe a leader’s primary duty is to cultivate, professionally develop, and grow confidence in his team. I have the ability, expertise, and coaching skills to drive my team to success.➥ I have the communication skills to clearly articulate my vision, persuade people to take action, and get the ball rolling in the right direction. Whether I’m sending out emails, communicating with a customer, presenting to a crowd, or anything in between; I communicate quickly, accurately, and effectively.☛ Key Skills ☚ ✦ Strategic Planning & Execution✦ Investment Management✦ Financial Planning & Analysis✦ Relationship Management✦ Operational Change Management✦ Data Analysis • Process Improvement✦ Team Leadership & Development✦ Business Transformation✦ Risk Management & Mitigation✦ Financial Reporting✦ Regulatory Compliance