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Asset Management - Equities Assistant Vice President
Asset Management - Equities Assistant Vice President
Very Good
4
1Sessions
Member since 2019
  • Atlanta
About the mentor

19+ years’ experience successfully managing client money, building and developing fiduciary relationships with clients, and providing critical, meaningful investment analysis for client portfolios. Financial professional with a strong history of developing customized portfolios while working extensively with financial planning, trust, and, insurance divisions to provide the client with comprehensive wealth management. Strong knowledge of financial products - equities, fixed income products, mutual funds, ETFs, commodities, Private Equity, Hedge Funds, and SMAs. Graduated with BSc in Economics. MBA.

Expertise
  • Private Equity
  • Hedge Fund
  • Asset Management
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