Strong experience sourcing, recommending, and monitoring public equity and private equity structured investments for both institutional and individual investor portfolios. Possession of a broad base of knowledge of investment strategies through my continuous participation in the CFA and CAIA professional development programs. Skilled at providing capital markets advisory to an audience with a wide range of investment knowledge from laypeople to trained professionals. I enjoy the challenge and rigor of working in a team-based setting to produce and implement an investment management plan.