Extensive experience in the financial services industry in the areas of product management, investment performance measurement and project management. Goals are to work in a dynamic, client focused investment management firm dedicated to helping individual investors achieve their financial goals. ...more

Extensive experience in the financial services industry in the areas of product management, investment performance measurement and project management. Goals are to work in a dynamic, client focused investment management firm dedicated to helping individual investors achieve their financial goals. Specialties: * Investment performance measurement * New product implementation & launch * Vendor relations * Cross-functional team management * Portfolio analysis * Financial planning * Investment Advisory Managementless