Atlanta Metropolitan Area
Financial literacy is at the center of helping people attain and hold onto their wealth from one generation to the next and something I have been passionate about throughout my financial career. As a financial advisor, I saw the challenges, concerns, and opportunities my clients faced and worked diligently to offer them tools and products that would help position them for long term financial security. I brought that expertise along with a sense of optimistic pragmatism to my role at Capital Client Group, Inc. where my I found my values naturally aligned with theirs. From Capital Group's growing array of active ETFs to our traditional mix of mutual funds to our separately managed accounts (SMAs) and model portfolio offerings, I partner with Registered Investment Advisors and Bank Trust Officers throughout the Southeast with an innovative portfolio of investment products, long-term strategies, industry insight, and financial tools so they can differentiate themselves from their competition. During my time as a NYC math teacher and mentor, I tapped into my passion for educating and empowering others. This passion has become my personal mission and continues to fuel the relationships I build with my clients. I am here to serve and support advisor's initiatives so they can effectively grow their practices and deliver greater value to their clients. Specialties: Advisor Best Practices, Investments, Relationship Management, Retirement Planning, Financial Literacy
In my role as Relationship Manager RIA/Bank Trust at Capital Group, I excel in building and nurturing relationships with clients in the Southeast region. By leveraging a consultative sales approach and investment expertise, I develop long-term partnerships with key decision makers, resulting in increased client satisfaction and business growth.
External regional sales manager representing T. Rowe Price strategies and advisor services for the RIA and Regional Bank Trust channel covering the Southeast region (AL, FL, GA, MS, SC, and TN). Utilize a consultative sales approach and strong investment acumen to develop long-term relationships with chief investment officers, research analysts, portfolio managers, and key decision makers.
Financial Advisor covering both wealth and retirement assets for small business owners, high net worth individuals, and retail clients. Delivered personalized investment solutions to help clients work toward their long-term financial goals. Developed and deepened clients relationships.
Taught courses in mathematics to students in all grade levels using a variety of methodologies including lectures, demonstrations, discussions, and learning aids. Planned, developed, and utilized a variety of instructional materials and aids appropriate to the intellectual and instructional level of the students from varied socio-economic and cultural backgrounds, and who possess a range of mental and emotional maturity. Reviewed, analyzed, and evaluated the history, background, and assessment of students in designing instructional programs to meet individual educational needs. Individualized and adapted educational processes and procedures to enhance student educational opportunities. Maintained appropriate standards of student behavior, using behavioral management strategies and techniques, including positive reinforcement and behavior shaping procedures. Performed a variety of non-instructional duties, including curriculum and instructional activities, student supervision, and consultation activities. Supervised and mentored new NYC Teaching Fellows. Certified in Mathematics - L.A.S.T, Math CST. Additional teaching experience: NYC Specialized High School Test Prep class, BELL Program, and Community Impact at Columbia University.
Oversaw market-making activity in Asia-Pacific, Japanese, Australian, and Canadian equities ADR's. Traded on the NYSE, Nasdaq, and in the Pink sheets for institutional clients, hedge funds, and middle-market accounts. Co-managed $30M long/short proprietary trading book with 10 to 20 positions. Analyzed and developed trading ideas and strategies; leveraged arbitrage strategies to exploit premium expansion/contraction of ADR's versus Ords and common shares versus preferred shares. Prepared spreadsheets to monitor trading desk performance, daily P&L and commission reports and wrote monthly business commentary for the Asian and Canadian trading regions. Increased international equity business McLagan ranking from "top 10" in 2001 to "top 5" in 2002. Presented at undergraduate and graduate job fairs to speak about the firm's job opportunities. Completed intensive training and product orientation program on the company's global business. Gained specialized training in sales and trading desks for equities and fixed income.