Functional Skills

Financial Modeling
Financial Planning & Analysis (FP&A)
Cost Reduction
Compliance and risk
Portfolio Optimization

Experience

Goldman Sachs Asset Management Finance
Vice President, Director
3/2010 - 8/2012
Wholesaler of SMA and Hedge Fund strategies, as well as Capital Markets Consulting, to Wirehouse firms and RIAs.

Capital Group / American Funds Marketing
Regional Vice President
9/1997 - 3/2010
Wholesaler covering all channels, Relationship Manager spearheading several relationships, training outside Wholesalers and partnering with long-time Advisor sellers of our Portfolios.