Acted as resource for financial advisors to provide expert-level guidance and support on client portfolio positioning and security selection. Created and updated comprehensive material to lead and schedule meetings with prospective clients. Held full accountability to create, navigate, and disseminate monthly client newsletter.
● Provided operational leadership by improving and monitoring trading processes with rebalancing trades often exceeding $100M.
● Conceptualized and constructed value-added portfolio strategies to meet client’s investment needs and expectations, including application of multi-asset class momentum-driven model...
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