Alesco Advisors Llc Mar 2016 - Sep 2019
Principal
Fairlight Advisors Mar 2016 - Sep 2019
Partner
Blackrock Apr 2010 - Mar 2016
Institutional and Asset Manager Sales at Blackrock
Plum Alley Investments Apr 2010 - Mar 2016
Investor
Blackrock 2008 - Apr 2010
Lead Key Acquisition Work Stream | Reduce Firm Costs
Education:
University of California, Los Angeles
Bachelors, Bachelor of Arts, English
Skills:
Investments Etfs Mutual Funds Management Asset Management Asset Allocation Finance Investment Advisory Sales Leadership Vendor Management Retirement Planning Equities Asset Managment Strategic Financial Planning Fixed Income Financial Services Financial Planning Strategic Planning Investment Strategies Business Strategy Strategy Trading Investment Management Wealth Management Program Management Securities Analytics Series 7 Financial Analysis Project Management Business Development Relationship Management Sourcing Portfolio Management Alternative Investments New Business Development Entrepreneurship Budgets Executive Management Human Resources
Interests:
Health Children Economic Empowerment
Languages:
French
Certifications:
Series 65 Financial Industry Regulatory Authority, License 2223366 Financial Industry Regulatory Authority (Finra), License 2223366 License 2223366 Series 24 Series 7 Series 63