Seasoned investment professional offering 20+ years of expertise in the areas of investment strategy and asset allocation.  Success managing billions of dollars across multiple portfolios while leading efforts in reforming investment strategies.  Senior leader adroit in providing executives and Board of Directors with evidence and reports that influence and inform the vital decision-making process.
Financial Analyst equipped with the tools and knowledge needed to advance into senior-level roles within innovative, growth-driven companies.  Expert at developing and tracking budget expenses and strong ability to analyze and organize large data sets.  Deep technical knowledge with proficient use of QuickBooks and Excel programs.
Recent graduate outfitted with a Bachelor of Science in Accounting and 2 years of internship experience as a Jr. Accountant.  In-depth knowledge and use of accounting software to include Intuit, Zoho Books, FreshBooks, and Xero.  Extreme attention to detail and ability to multitask within fast-paced environments.