Portfolio Manager

• Jul 2014 - Present

Oversee the development and execution of Legacy's investment strategy, research, and due diligence (both initial and ongoing) of investment managers.

Portfolio Management Associate

• Jul 2013 - Jul 2014

Case Design Specialist / Life Product & Industry Analyst

• Feb 2010 - Jul 2013

Pinnacle Insurance and Financial Services is a leading life insurance and financial services brokerage firm committed to providing industry-best service, a superior portfolio of products and unmatched expertise. We have become one of the fastest growing distribution companies of our kind in the U.S. by providing a high standard of excellence in serving institutional clients, independent broker dealers, registered investment advisors, independent insurance agencies and financial professionals. Primary responsibilities as a Case Design Specialist and Industry Analyst include: •Analyze the life insurance market to provide financial planners and agents with the top product proposals for their clients. •Provide advanced planning case design support on a multitude of subjects in areas such as estate planning, executive benefits planning, and business continuity. •Research and communicate results on financial product analysis, market trends, and competitive industry information. Additional responsibilities and contributions include: •Assisted in researching and developing the Multicultural Markets Division within a team environment. •Responsible for all in-bound case design and estate planning cases involving foreign residents. •Coauthor of ‘Pinnacle Pursuit’, a series of planning design concepts tailored to advisors. The concepts assist advisors in identifying specific markets, sales opportunities within those markets, and outlines presentations to assist those advisors in maximizing value to clients. Show less