I am a financial services professional with 14 years of experience. My experience is specific to the investment management space. I have worked on the business development, portfolio management, recruiting and training side of the asset management business.Current: I recently moved to Beekman Wealth Advisory, LLC. We offer custom wealth education, investment analysis, and portfolio management to ultra-HNW private investors, their families, and their trusted advisors.Previous: As a business development specialist I worked on business proposals ranging from $25mm - 1+bn in potential assets across multiple products. As a portfolio manager I managed four tax-exempt money market funds totaling $12bn in assets under management Other: I currently hold series 7, 63 and 24 licenses.