🗝 Accomplished Senior Finance Executive: Decisive Financial Analyst skilled at hedging risk, dispersing exposure, and identifying major gaps in profitability forecasts, communication infrastructure, information sharing, and business processes. Demonstrated success in leading financial modeling and analysis for private equity, real estate, and hedge fund investments. 🗝 Trusted Advisor & Change Agent: Financial advisor and thought leader to corporate executives, Board of Directors, and Senior Management teams, providing strategic consulting on a wide range of enterprise-wide business and financial initiatives. Expert in driving innovation of process redesign and creating/implementing organizational solutions which positively affect the bottom line.🗝 High-Performing Efficient Execution: Strong interpersonal skills, sound judgment, and negotiation abilities; known for building solid client relationships by uncovering hidden opportunities and providing tailored solutions which improve the customer experience, decrease costs, and improve efficiencies. Thrives in a results-oriented, cooperative environment where people, execution, and agility are valued. 🏆 MY QUALIFICATIONS AND NOTABLE CAREER ACCOMPLISHMENTS INCLUDE:👉 Tapped to take on additional responsibility of managing investment portfolio for Aurora Wealth during height of COVID-19 pandemic👉 Partnered with high-value money managers (Black Rock, Vanguard, and State Street) to coordinate educational marketing presentations for existing clients and prospects👉 Designed tailored investment models to provide diversified options for clients with small accounts🔷 CORE SKILLS & COMPETENCIES 🔷Environmental, Social, & Governance (ESG) | Investment & Wealth Management | Portfolio Strategy & Asset Allocation | Short & Lont-Term Strategy Design | Board & Executive Presentations | ESG Data Collection/Research/Analysis | Financial Planning & Analysis | Asset Allocation & Financial Modeling | Mutual Funds/ ETFs / High-Level Stock Analysis | Stakeholder/Investor Relations | Process Design & Optimization | Performance Reporting | Socially Responsible Investment Models | Mergers & Acquisitions | Sales & Pricing Management🖥 Software Tools & Technology Proficiency: MS Office Product Suite (Excel, PowerPoint, Word, Outlook)Let's Connect!