Versatile Investment Analyst with 7+ years of experience with exceptional success at leading both businesses and individuals into unprecedented financial growth. Expands and allocates business assets for maximum profit and meets needs of individuals via expert insights into current and future performance of stocks and bonds. Researches tirelessly using latest technology and decisively guides clients in financially sound directions.
Works collaboratively with team members from different disciplines to coordinate investment deals, optimizing investment types, sourcing funding and meeting client objectives. Astute, organized, and methodical with articulate communication style and personable nature.