Owner & Founder
A high-integrity, energetic leader, able to envision and create successful outcomes in complex situations.
An effective communicator, who thrives under pressure and change.
Enthusiastic, efficient and confident with a flexible approach to practical problems.Tenacious and committed to driving sales, profit and market-share growth.
Teamwork attitude along with excellent leadership and interpersonal skills.
Areas of Specialties include:
• Deep knowledge of Asset Management and Private Banking Industry
• Company start-up and business development
• Traditional & Alternative Investments expertise (Mutual Funds & Private Label solutions)
• Strategic & Business Planning
• Leading & developing teams
• Excellent networking, negotiation & communication skills
• Exceptional organizational skills, attention to detail
• Sales skills: Institutional & Private Clients
• Managing Budgets and P&Ls
• Growing Revenue & Profit
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