I have been combining my love of technology and finance for over 25 years, working as an entrepreneur, investment professional, and angel investor. As the Vice President of Wealth Network Solutions at ModernAdvisor, I work with an incredible team that leverages technology to partner with wealth professionals and provide them with turnkey asset management solutions. We offer both world-class passive and active portfolio management offerings and minimize the stresses of client administration in wealth management.
Listed skills include Investments, Investment Strategies, Wealth Management, Investment Management, and 18 others.