Professional with 10 plus years of experience in the financial services industry. My experience includes: (1) key roles in wealth management and investment analysis; (2) design, development and implementation of custom investment allocations for high-net-worth clients; (3) customized investment proposals and marketing presentations; and (4) client relationship management. Proactive solutions-oriented individual with strong analytical, problem-solving, communication, and presentation skills. I excel at multi-tasking, prioritizing, navigating in a fast-paced environment and working effectively at various levels of an organization.