Licensed professional with more than ten years of experience in the investment industry. Proven leader and team player with expertise in financial analysis and modeling, business valuation, due diligence, risk management, relationship management, vendor management, portfolio optimization, investment analysis, data analysis, compliance procedures, and fee negotiation. Diverse background with a successful track record of working with all levels of management in Fortune 500 corporations, non-profit organizations, and small, privately-held firms. Chartered Financial Analyst (CFA) Level II Candidate FINRA Licenses: Series 7 - General Securities Representative Series 63 - Uniform Securities Agent State Law Series 86 - Research Analyst Part I - Analysis Series 87 - Research Analyst Part II - Regulatory Administration and Best Practices Completed Training The Street professional program which included extensive coursework and training on Corporate Valuation, Public Comparable Analysis, Foundations of Financial Modeling, Core Financial Modeling, Discounted Cash Flow Analysis, Weighted Average Cost of Capital Analysis, and Leveraged Buyout Analysis. Software proficiency: Microsoft Office Suite (Excel, Word, PowerPoint, Access), Bloomberg, FactSet, Zephyr StyleADVISOR, Zephyr AllocationADVISOR, PSN Enterprise, Mobius M-Watch, Vestek Portfolio Analyzer, SNL Financial, Jovus, BlueMatrix, HedgeFund.net, Value Line, BD Vision, and InvestorForce.