Strategic leader with deep expertise in investment risk, portfolio optimization, and cross-functional execution. Proven ability to drive scalable initiatives, enhance client experiences, and influence firm-wide efforts through data-driven insights and stakeholder alignment. Recognized for thought leadership and the ability to manage complex responsibilities with precision and ambition. Seeking to leverage deep analytical expertise and strategic insight to enable executive decision-making and accelerate our firm's value proposition to our clients.
- CFA Candidate - Level 3, awaiting results.
- Series 7, 63, 66