Functional Skills
Financial Modeling
Financial Planning & Analysis (FP&A)
Cost Reduction
Compliance and risk
Portfolio Optimization
15
years
Years of Experience
7/17
Member Since
Experience
Goldman Sachs Asset Management
Finance
Vice President, Director
Wholesaler of SMA and Hedge Fund strategies, as well as Capital Markets Consulting, to Wirehouse firms and RIAs.
Capital Group / American Funds
Marketing
Regional Vice President
Wholesaler covering all channels, Relationship Manager spearheading several relationships, training outside Wholesalers and partnering with long-time Advisor sellers of our Portfolios.