An experienced investment strategist who focuses on finding investment solutions for clients and end investors by understanding and meeting their needs.
An effective communicator who uses economic and quantitative analysis to develop and implement portfolio management solutions.
A team leader who guides and mentors others to produce their best.
Specialties: Investment solutions; Retirement Product; Client focussed; Strategic asset allocation (SAA); investment development; product design; after-tax investment; quantitative analysis; oral and written communication; Dynamic Asset Allocation (DAA); collaborative projects
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