- Spearheading Investment Advisory Department to navigate discretionary/non-discretionary/advisory portfolios for Corporate, Retirement Funds and High Net Worth clients.- Evaluate Private Equity and Venture Capital investment prospects. - Formulate financial strategies, review asset allocation and execute portfolio recommendations.- Enabled compliance with Client Agreements, Investment Policy and all applicable rules and regulations.- Coordinate team of portfolio managers for achieving stated objectives.- Develop and compose marketing materials and client presentations.

- Managed Equity, Debt, Money Market and Commodity based Mutual & Pension Funds. - Active Investment Committee member tasked to evaluate buy/sell recommendations and formulate investment process.- Coordinated trades and settlement of stocks, debt securities and commodity based futures contracts. - Integrated risks parameters i.e. market, credit, liquidity, etc. - Streamlined global and local economic news to assess risk exposure in different asset classes. - Appraise market outlook and conduct detailed investment due diligence.- Methodically research on economy, industry/sectors and companies.- Explore complex legislation and ensure compliance with applicable regulations & internal guidelines.- Initiated liaison with critical departments including Finance, Sales, Marketing and Risk & Compliance.- Implemented CFA Global Investment Performance Standard (GIPS). - Curent Management Committee secretary. Previously served as secretary of Investment Committee.

- Handled major clientele accounts of Royal Bank of Scotland and NatWest.- Successfully dealt with customer’s issues and feedback, initiated response and advised clients with financial solutions.- Developed settlement offers and reconciled with the bank’s client services department.- Oversaw Bankruptcy and IVA cases effectively.