*I represent investments on the Allspring’s SMA platform to Financial Advisors across the Mid-Atlantic states.*Allspring’s customized multi-asset Separately Managed Accounts platform, “Remi”, marries technology, tax-managed investments, and dedicated client service. *Focus strategies covered include- Direct Indexing, Active Fixed Income, and Laddered Fixed Income.*Allspring Global Investments is a leading independent global asset management firm with roughly $590bln in total assets under advisement, including nearly $70bln in SMA.

*I was responsible for representing the investment team to both wealth management and institutional clients globally.*Global Allocation is a multi-asset class mandate incepted in 1989. The platform includes open and closed ended mutual funds, model portfolios, separate accounts, and insurance vehicles.

*I helped build and maintain relationships with BAML Financial Advisors in the Greater Los Angeles Metro Area (Fresno to Long Beach).*Facilitated the sales process for BlackRock's full range of investment options: open-ends, closed-ends, ETFs, AI, and SMAs.*Represented BlackRock's market views and portfolio updates through both virtual and extensive in-person travel.

*Ran the trading desk for a long/short manager of Hedge Fund, SMA and AI Mutual Fund products.*Responsibilities included (but not limited to) trade execution, managing sell side relationships, operations and portfolio risk management. *Assisted in marketing the funds to both Financial Advisors and Institutions.

*Responsibilities included trade execution and operations for a Multi Billion $ Hedge Fund.*Financial Instruments: Equities, Fixed Income, Currencies, Commodities, etc.

*Listed Equities Market Maker.*Responsible for trade execution and P&L for a portfolio of 75-100 NYSE securities.