Harvard M.B.A. with extensive buy-side and sell-side experience analyzing companies and constructing recommendations for convertible, high yield and equity products. I have most recently been focused on private wealth management. Previously, I actively traded discretionary accounts, performance was excellent (up 31% in 2012 and 42.9% in 2013 v. SPX 16% and 32.4%, respectively). Employ opportunistic, balanced style. Excellent fundamental equity and credit analysis skills. Very strong communication skills and established institutional client base. Know how to trade.