Investment Research Analyst with a strong track record in the Financial Services industry working with advisors on research and analysis, portfolio construction and managing risk. Currently serving as Senior Investment Due Diligence Analyst at Avantax Wealth Management performing detail-oriented research and analysis. Chartered with designing, creating, and optimizing executive summary level reports that provide effective communication of high-level data to senior directors at the investment committee meetings. Overall, across my career I have a strong foundation in investment research, coupled with experience in client engagement and communications.