Portfolio Management • Consultant Relations • New Business Development Accomplished senior-level director with 20 years of repeated success in both investment management and client-facing roles due to deep knowledge of financial markets, client portfolios, and investment strategy. Skilled presenter to C-level executives and consultants at many of the world’s largest companies. Collaborative people leader and authentic relationships builder, consistently recognized as a high-achiever with strong consistent results.Signature strengths:• Deep knowledge of financial markets• Communication: strong, persuasive verbal and written communication skills; strong C-Suite presentation skills• Authentic relationship builder, both with clients and also with consultant liasons• Comfortable with ambiguitySkills:Consultant RelationsPortfolio StrategyRelationship ManagementInvestment StrategyFixed IncomeStable ValueAsset AllocationNew Business DevelopmentWhen I'm not working, you'll find me spending time with my family, traveling (I've spend a lot of time in South America & Europe), reading, and playing tennis and basketball.