Wealth Architect

• Jan 2021 - Present

Associate Wealth Architect

• Nov 2017 - Jan 2021

CFO Associate

• Nov 2016 - Nov 2017

Conducted comprehensive financial planning reviews with clients to develop strategies based on their goals and objectives.  Prepared comprehensive financial plans for Ultra High Net Worth clients tailored to financial concerns, issues and goals resulting from financial reviews under the direction of the Personal CFO.  Regularly met with existing clients to review portfolio performance and discuss their financial goals and objectives.  In collaboration with technical consultants, used global current and historical price/volume movements to identify high probability trade entry and exit levels.  Responsible for implementing operational solutions that streamlined the development and presentation of comprehensive cash flow projections to clients. Show less

Adviser

• 2011 - 2016

I was always fascinated with the Carnegies, the Mellons, and the J.P.Morgans of the world - particularly how these business luminaries were able to facilitate the development of technology that bettered society with their financial savvy in allocating resources to this sector. I realized early on in my academic career the path I had to take - one which would allow me to combine an interest in science & technology with numbers savvy to altruistically help people in the world of finance Show less