Highly-accomplished and knowledgeable investment professional, offering solid credentials and strengths in institutional sales, consultant relations, relationship management, high net worth consulting, investment manager due diligence, asset allocation, and risk management. Demonstrates strong quantitative and qualitative analytical skills and offers the ability to identify solutions and processes to complex client issues. Ability to communicate sophisticated investment terms, ideas, and concepts to an institutional and high net worth clientele, originate leads, and close new business.