Also known as: jenjax23
Self motivated, results-oriented Senior Investment Strategist with extensive experience working in Wealth Management Industry. Demonstrated success in delivering all aspects of Investment Management Process including Manager Selection, Portfolio Construction, Asset Allocation and Trust Administration. Worked on investment opportunities across long only, alternatives and private equity. Strong entrepreneurial, organizational, analytical and communication skills with proven track record for delivering results to both internal and external customers. Specialties Asset Allocation Portfolio Construction Manager Selection Trust Administration Research and Development PerTrac Portfolio Analytics Strategic Planning Project Management Problem Solving Client Customer Service Marketing Communication Training
