Financial Services - Scottsdale, Arizona, United States
Investment management industry business consultancy. 30+ years industry experience in banking, mutual funds, institutional management, Registered Investment Advisory, hedge funds and structured products. Broad expertise from personal responsibilities in operations, administration, branding, client service, product development, sales and marketing, performance management and investing. Principal's experience is enhanced by a team of proven professionals in tactical areas including accounting, systems, trading, institutional sales, retail sales and risk management.