Seasoned investment professional with decades of experience managing investment portfolios, teams and successfully overseeing portfolios or firms in transition. Have helped build and rebuild divisions and firms leading to sale or successful transition to new owners or management team.
Experience
Seniority LevelExecutive
Years of Experience20+ years
Current StatusActive
Certification
Total Certifications5
Bachelor of Arts in English
Bachelor of Arts in Economics
Former Board Member, National Association of Petroleum Investment Analysts
Member, NYSSA
Member, FAF
Skills
Core skills10
Languages1
Skills
Portfolio management (equity, balanced, and fixed income)
Management of mutual funds
Management of insurance company assets
Turnaround specialist (portfolio and investment divisions)