I'm an experienced and educated financial professional looking to make an impact. I have significant experience working with both individual investors and investment advisers in multiple capacities. My top Gallup strength is Ideation; I have an affinity for brainstorming and establishing new connections between products, people, investments, and purpose. As someone who loves to learn I also follow the world's leading authors in Strategy, Innovation, ESG, and Investment Management.
Sample courses: Global Strategic Management, Business Law, Advanced Managerial Statistics
Sample courses: Analytic(al) Philosophy, Moral Philosophy, Argumentative Writing
I currently hold the following professional designations and certificates:
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