United States
Curious and fast-learning big data professional
Lead advisory strategy for high net worth clients with a focus on long term wealth preservation tax efficient allocation and multi generational planning. Oversee portfolio construction reviews and provide guidance during market dislocations.
Provided customized portfolio strategies retirement planning and risk assessment. Improved client risk adjusted performance by around 12 percent through personalized allocation models.
Developed financial plans investment reviews and long term planning strategies. Collaborated with research teams to refine model portfolios and update planning assumptions.
Managed diversified portfolios and delivered integrated retirement strategies. Combined budgeting insurance and investment objectives into comprehensive annual plans.
Conducted financial analysis client profiling and advisory preparation supporting proposal development aligned with risk tolerance liquidity needs and investment horizon.
Performed market monitoring expense review and financial reporting tasks.