Experience

• 

  Aig

  May 2002 - Aug 2002

  Intern, singapore

  Summer abroad in SingaporeAnalyzed business processes and cycle time within eight separate insurance linesCreated models for increased productivity and forwarded to management for implementation

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  E*trade financial

  Jan 2003 - Jan 2004

  Senior financial services representative

  Placed stock, option and mutual fund orders for customers, provided quotes and research on company’s recent trends and corporate actions Educated customers on order types, brokerage terms and SEC regulations Completed training courses in margin, equities, derivatives, and market maker operations. Promoted to Senior Broker after six months

• 

  Bank of the west

  Jan 2005 - Jan 2008

  Avp, treasury analyst

  Analyst reporting to the Bank’s Portfolio ManagerMonitor credit risk, rating changes, composition of portfolio and log trading activity Follow up on trade details for Municipals, CDOs, CLOs, Trust Preferreds, Treasuries, Agency and Non Agency MBSResearch on CDO portfolios, waterfall structures and triggers Co-author of weekly fixed income newsletter sent to clients/prospects, Basis Points; detailing Fed actions, current state of the economy and interest rate environment.

• 

  Bellatore

  May 2008 - Dec 2009

  Portfolio strategist

  • Prepare analytical reports, proposals and investment policy statements diagnosing an investor’s holdings and asset allocation• Analyze historical data to create comparisons and proposals for our clients and their investors that emphasis the benefits of portfolio diversification and investing with our philosophy• Develop proposal tools and calculators that will help our clients make better decisions about investment choices and structures• Support our largest investor clients with customized initial and ongoing presentations and detailed performance analysis• Write educational and positioning pieces for communication to advisors and investors• Prepare quarterly commentaries and presentations on asset class performance and market activity for clients and internal staff to present to investors• Contribute to the creation of marketing pieces/papers with a research emphasis on topics like rebalancing, Modern Portfolio Theory and Behavioral Finance Show less

• 

  Loring ward

  Dec 2009 - Apr 2018

  Blogger (Advisor Insights), author, and Investment Committee member of Loring WardCreate new quarterly client friendly material presented via webinar to educate on a long term investing approach to an audience of several hundred, tying in pop culture analogies as a way to add an element of entertainment. Investment Committee researchModel portfolio creationArticlesWhite paper 'translations'DFA expert Focus on creation and delivery of investment education and collateral. Blogs, white papers, presentations and videos to help support the firm Investment Philosophy and elevate the investment education of clients.

  • Director, Investment Research

    Dec 2009 - Apr 2018

  • VP of Portfolio Strategy

    Dec 2009 - Apr 2018
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  Cardinal point wealth management

  Apr 2018 - now

  Chief investment officer

  CIO for Cardinal Point Wealth Management, an RIA specializing in cross border financial planning.