Seasoned investment management professional in the brokerage industry & independent Registered Investment Advisory (RIA) asset management firm environments. Work with individual clients and investment professionals in building customized portfolios, models and solutions in achieving future financial goals. Research, evaluate, select, build, monitor, and trade client investment portfolios consisting of both traditional and non-traditional asset classes for optimal risk adjusted returns. Conduct security analysis/research to fill various mandates in building portfolio models. Experienced in client services & reporting, as well as investment operations.