Senior Institutional Investment Management Professional with diverse experience in client service, new business development and portfolio management. Comprehensive expertise in capital markets and institutional portfolio management for tax-exempt clients. Strong client relationship skills and significant experience working at senior executive levels. Recognized partner able to provide clients technical education, strategic guidance, and effective day-to-day support. Work with often complex client needs, evaluate alternatives and provide effective product and service solutions. Series 7, 63 and 24 licensing. Specialties: Client Service and New Business Development Capital Markets and Portf