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Dependable and detail-oriented professional with 13 years in the investment industry. Recognized for creating and overseeing an investment department: developed and implemented the investment strategy, philosophy and operational procedures. Facilitated communication between both internal and external clients. Developed tactical and strategic asset allocation models to be utilized within client portfolios. Responsible for managing core fixed income, large cap equity, and mid cap equity for institutions (including insurance companies) and high net worth clients. Formulated and implemented the evaluation and selection of external managers and their products. Demonstrate strong communication skills to create and facilitate effective client presentations (both large and small groups), as well as the aptitude for composite development and financial writing. Known for abilities to effectively lead, coach, motivate, and support others to meet and exceed their professional and personal goals. Specialties: Portfolio Management, Relationship Management, Strategic Asset Allocation, Manager Evaluation and Selection, Business Development