Senior Portfolio Advisor | Financial Advisor
2012 - 2016
Merrill Lynch, Pierce, Fenner & Smith, Inc.
- Oversaw a combined $280 million in assets comprised of stocks, bonds, real estate, private equity, and other liquid and illiquid investments.
- Managed complex financial planning processes from requirements gathering to portfolio construction and execution. Financial plans generally included asset and liability management, cash flow planning and estate planning.
- Prepared and presented detailed financial presentations to businesses and executives including the senior leadership team of a ~$100 million company; quarterly presentations included historical performance, financial projections, potential tax complications, and suggested solutions and actions for risk management.
Focus areas: Financial Modeling, Portfolio Analysis, Stock Analysis, Financial Planning