Financial services professional experienced in developing and implementing successful investment strategies, portfolio management and team building, focused on generating superior results. A Chartered Financial Analyst with a Master’s Degree in Business Administration and Finance; providing expertise in investment decision-making for performance-orientated mutual funds and individual portfolios. Accomplished in providing leading edge investment consulting for high net worth clients and institutions. Specialties: Designing, developing and implementing innovative financial solutions. Quickly building confidence and rapport with a wide variety of clients and colleagues.