Chief Operating Officer
The Council for Economic Education focuses on economics and financial literacy education by providing economics education resources to teachers & students.
I am an accomplished business leader with more than 20 years of experience in investment banking and asset management. I have successfully designed and implemented complex business plans and strategies for large firms and startups alike. I excel in taking big ideas and turning them into reality. I am a problem-solver, a people person (a team leader and player) and a nerd (use data and technology to make decisions and am a self-taught developer). I have an extensive global network, an awareness of cultural sensitivities and rich experience in working with people from all over the world. Specialties: Investment Management, Portfolio Management, Alternative Investments, Hedge Funds, Manager Selection, Manager Due Diligence, Institutional Investment, Fixed-Income, Global Macro, Global Fixed Income and Equities, Portfolio Construction, Risk Management, Investor Relations / Communications, Institutional Investors, Business Development, Corporate Strategy, Strategic Planning, Negotiation, Financial Modeling, Regulatory Compliance, Angel Investing, Startup Advisory, Venture Capital, FinTech, etc.
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