Throughout my career, I have consistently and successfully helped my clients efficiently allocate assets to achieve higher risk-adjusted returns. My teams have helped our clients attain ambitious, targeted goals. Our approach typically relies on a strong commitment to diversification, a long-term approach to investing, periodic rebalancing, and using alternative assets to help achieve appropriate risk versus return profiles.My strengths and core beliefs are based on these strategies. The goal is to reduce investment risk while developing customized and comprehensive financial plans specifically tailored to each client’s needs and long-term objectives. My broader skillset enables me to offer guidance on investing, budgeting, and goal setting, as well as insurance, retirement, and estate planning recommendations.As a supervisor, I employ a player-coach management style and lead by example, always working from what we know to be accurate based on experience, rather than what we hope to be true. I am proud to have mentored, coached, and helped guide the careers of many younger professionals as they advanced in the financial services business. I relish the camaraderie, free flow of information, and idea exchange when working face-to-face with co-workers, partners, and clients.My major contributions involve taking an idea and turning it into a plan and then having the commitment, along with the desire, to execute. I bring total dedication to the goal and apply the energy required to advance it to the next level. I take ownership and accountability for projects, communicate complex issues to broad audiences, understand deadlines and evolving priorities, and thrive in fast-paced and hectic environments.I have the determination, honesty, commitment, and willingness to tackle difficult or longer-range goals. I created and launched the first non-dollar fixed-income unit investment trust from inception to $100M in assets. My effective communication, active listening, and interpersonal relationship abilities have enabled me to handle particularly challenging people and help find common ground. This skill helps facilitate buy-in and nurture a mutually beneficial collaboration.Technology: Office 365 Suite, Bloomberg, Riskalyze, Redtail, and Income SolverAdvice for Contacting: 732-371-3544/tyorke@oceaniccap.com