Services

FINRA REGISTERED

Capital Market Analyst

Creates Financial Models To Describe Market Trends And Other Factors That Can Impact Investments In The Capital Markets.

Risk Manager

Checking For Compliance With Trade Limits While Establishing Uniform Standards For Capital Allocation And Risk Assessment.

Investment trader

Makes prices and executes trades in equities, bonds, commodities and foreign exchange, usually dealing on behalf of, or for the benefit of investors.

portfolio manager

Devise and implement investment strategies and processes to meet client goals and constraints, construct and manage portfolios.

1+
Trusted clients
1+
awards won
1+
state licenses
1+
Years of experience