United States
Twenty years in investment management teaches you something that no data science curriculum can; how serious capital thinks, how institutional decisions get made, and why the difference between a good investment and a great one often comes down to discipline and patience. My career has spanned the full investment lifecycle. I have managed fixed income portfolios with $8B in AUM, covered equities and multi-asset class strategies as a research analyst, managed a $95B investment platform as a product manager, and most recently worked at the intersection of portfolio analytics and client strategy. Along the way I completed an MBA and an MS in Applied Business Analytics, both with a 4.0 GPA, building the quantitative foundation to complement what twenty years in the markets already taught me. What I find most compelling now is the space where investment judgment and modern analytics meet. Specifically, how data science, applied with genuine investment context, can help sophisticated active managers identify the right allocator relationships, strengthen their distribution strategy, and grow AUM without compromising what makes them distinctive. I bring something uncommon to that challenge. The ability to sit credibly with portfolio managers and speak their language, then build the analytical infrastructure that serves the business around them. A career spanning portfolio management, research, product strategy, and operations means I understand how investment organizations actually work from the inside. A background that includes growing up in the Middle East gives me a cross-cultural perspective that occasionally opens doors others cannot. And a technical toolkit covering Python, R, machine learning, and applied LLMs means the ideas are executable, not just conceptual.
I design and execute customized tax-minimization and asset allocation strategies for Platinum Tier clients using advanced portfolio analytics, integrating advisory tax-loss harvesting, wash-sale avoidance, and multi-account optimization into cohesive investment frameworks. I translate complex quantitative portfolio analysis into clear, actionable investment intelligence for senior advisors, identifying risk mitigation opportunities and revenue generating strategies through systematic data-driven frameworks. I work across risk, compliance, and supervisory investment teams to operationalize evolving regulatory requirements into precise, compliant investment workflows that maintain institutional-grade standards in a dynamic regulatory environment.
I built analytical frameworks to evaluate product-market fit, synthesize competitive intelligence, and prioritize development decisions using quantitative user and market data as the foundation for product strategy. I designed and tracked KPIs to measure product performance and surface growth opportunities, developing a disciplined approach to converting raw data into strategic product decisions with measurable commercial outcomes. I used data analysis and user feedback to drive product choices, improve user engagement, and establish precise metrics for evaluating product success and identifying areas for enhancement.
I drove sales and business development across national trade channels, qualifying and onboarding clients ranging from individual consumers to institutional retailers and distributors. Represented the brand at national trade events including the PGA Merchandise Show and Las Vegas Golf Fest. I developed fluency in translating product value propositions to diverse audiences across multiple distribution channels, building the commercial instincts that now inform a systematic approach to allocator engagement and relationship development.
I managed an investment platform of 600 to 700 mutual funds and exchange traded funds for private clients from an investment management and trust business perspective, overseeing a platform supporting total client AUM in excess of $95B. I developed systematic analytical frameworks for annual platform reviews, evaluating funds across diversification, appropriateness, and oversaturation dimensions to deliver data-driven investment platform recommendations to senior leadership. I served as internal consultant across Risk Management, Global Manager Research, Investment Operations, Asset Allocation, Trading, Compliance, Technology, Marketing, Legal, and third-party managers and vendors, building cross-functional credibility while driving strategic platform decisions forward.
I managed multi-asset class portfolios for private and institutional clients following stringent, process-driven guidelines as a member of the Investment Strategy & Research Team and the Due Diligence & Asset Allocation Committees. Total AUM of $2.5B. I covered small cap equities and fixed income funds with a focus on global and competitive mandates, applying fundamental research discipline and investment judgment that continues to inform a systematic approach to evaluating manager and allocator relationships.