I'm an investment professional with over seven years of experience in the financial services industry specializing in investment performance analysis, operations, and portfolio strategy.Currently, I own and operate a single-member LLC where I develop and execute trading strategies in small cap equity markets. Previously, I've held senior roles at a family office and an industry-leading institutional investment consultant where I led key operational aspects such as client service, performance reporting, data analysis, trade execution, and portfolio management.I'm driven to help people secure their goals. I enjoy meeting new people, learning new things, and continuously improving my craft. If you share the same mission, I'd love to hear from you!