I've been in Investment Operations the past 10 years. I took a
management position in a Trust department at USAA after they sold
off their investment business. The Trust position recently came to an
end. Prior to that I was managing a multi-functional operational team
that specialized in managed investment products. I had oversight
over quite a few operational processes including the creation &
updating of procedures surrounding those processes, ensuring risk
and control tests were passed, interviewing and hiring contractors,
and counseling/coaching my people, among other things. Previous
to that I operated in an individual contributor...
Highly focused Investment Analyst bringing expert-level knowledge of securities.
Leverages industry knowledge and analytical capabilities to determine risk levels and optimize investment strategies.
Aside from investment analysis, report writing, and creative writing are also services I provide. I have been gainfully employed in the financial industry for over a decade now, and am well versed with the requirements and expectations of business communication.
I am experienced with the full Microsoft Suite line of products.
Regular communication is important to me, and a service I pride myself on to ensure all parties are on the same...
I'm a keen individual who would like to apply my multiple skills sets to help whatever your business needs. Excellent communication skills, punctual and very personable.
Almost two decades in the Oil & Gas industry has provided me with the ability to create clear and concise documents for all levels to understand, follow and present.
As an amateur DJ, I also have been able to put my creative graphic design skills to work when promoting events.
A self taught personal investor in the Stock & Shares market has enabled me to build a very strong portfolio of Dividend paying stocks, providing a monthly cash flow with yearly returns beating the...
I am an experienced
professional in healthcare and
military transportation.
Concurrent business/ project
management experiences are
being acquired through
investments and start-ups. I
strive to foster a positive work
environment and deliver the
best results for my teams.
HIGHLIGHTS
Authorized to work in the US for any employer.
Possess a Secret Security Clearance
BLS and First Aid certified.
My expertise is in Commercial Real Estate to include multifamily, storage, industrial foreclosures, creative lending, syndication and anything in between. I have experience with asset management, financials, property management software, bids and contractors. I am also very communicative and respond quickly. My background also includes revamping assets that are not performing and analyze highest and best use as well as finding suitable sites for future projects.
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4.
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Investment Research
