Corporate Liaison, Managing Director, Portfolio Manager, Technical Analyst
Fairport, New York, United States
17+ years improving research processes & investment strategies, managing product offerings, contributing to multidisciplinary approach to deliver above average investment returns.➢ Served as Corporate Liaison between Co-Founder/CEO, top executives, department heads, managing directors.➢ Oversaw investment process improvements across a wide variety of Research projects & goals.➢ Implemented investment & portfolio management strategies on multi-billion dollar portfolios.➢ Onboarded data management software platforms to merge external/internal & inter-departmental information.➢ Designed marketing communications systems to disseminate information from research to sales groups.➢ Implemented education, mentoring, and competition programs to promote talented junior employees.