At New York Life Investments, my focus is on fostering strategic partnerships and managing key accounts with a broad spectrum of financial intermediaries. With expertise in all areas of investment management, I have successfully promoted our investment strategies across various channels. Our team's collaborative efforts have resulted in the placement of mutual funds, ETFs, SMAs, and alternative investment strategies into discretionary model portfolios, where applicable.My role involves consistent engagement with gatekeepers, CIOs, and investment decision-makers to secure research analyst recommendations and investment strategy placements. The foundation of these achievements lies in my robust skill set in relationship management and investment strategy distribution, leveraged by my proficiency in understanding capital markets and portfolio construction. CFA Charterholder and Series 7 and 63 licensed with FINRA.