EXPLORE


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$25 USD / Hour
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United States (5:33 AM)
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Joined on May 16, 2012
$25 USD / Hour
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I'm a seasoned financial services professional with a deep background in the investments industry. I like to design creative solutions to help manage and make sense of data, to turn data into actionable information. A true believer in "a picture is worth a thousand words', I feel best when I can present results in an intuitive visual form. Let's work together to get your data under control!
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Experience
Performance Director
Jun, 2021 - Present
•
4 years, 10 months
Institutional RIA
Jun, 2021 - Present
•
4 years, 10 months
Remediation of complex risk and performance issues.
Jun, 2021 - Present
•
4 years, 10 months
Education
Fordham University - Graduate School of Business Administration
2005 - 2007
•
2 years
MBA

United States
2005 - 2007
•
2 years
Pennsylvania State University-Great Valley Graduate Center
1992 - 1996
•
4 years
Finance

United States
1992 - 1996
•
4 years
Qualifications
Certificate for Investment Performance Measurement
2012
CFA Institute
Specializing in investment performance measurement and analytics
2012
Verifications