Driven financial professional with diverse financial planning, investment management, and marketing experience. Solid competencies in portfolio design, trading, securities analysis, financial operations, compliance, and client service. Project management, strong writing and presentation abilities, and ability to work independently under pressure are also core to my skill set. My background spans two productive careers as a chief executive and a financial services professional. I have strong management skills and set the bar high for myself and others. I am very comfortable in a leadership role and undaunted by challenges. My focus is to provide my best effort to ensure I meet my responsibili