Finance professional with over 20 years of experience in the financial services industry. Proven track record of developing and implementing business strategies to improve operations and increase revenue growth.
Investment Strategy: Developed a new proprietary trading platform, which included the creation of a new market research and analysis tool, and the implementation of a new marketing program.
Portfolio management -managed the financial planning and analysis of the firm's largest client. The project was to be a member of the investment Committee.
Leadership, training, and supervision of the Finance team. Responsible for the development and administration of the firm's mutual funds and investment products.
Financial Analysis: Developed a strategy to evaluate the viability of new product lines and the development of a new product portfolio.
Managed client relationships: Developed and implemented a new financial model to increase the efficiency of the business. Led the research and development of a new forecasting process.
Marketing -developed and implemented a new sales and service organization. Created and maintained a strong communication with the senior management.
Financial Analysis: Developed a quantitative model to evaluate the valuation of the company’s assets. This included the development of a new investment model, a new product offering, and the creation of a new market.
Market Development: Developed and implemented a new product offering to increase the value of the company. Managed the portfolio of the firm.