Dynamic Investment Manager with a proven track record at White Truffle Group, adept in portfolio management and strategic planning. Enhanced client satisfaction through tailored investment strategies and robust due diligence. Skilled in asset management and business development, fostering strong relationships while driving innovative solutions for diverse financial challenges.
Results-driven Accountant experienced in financial statement review, auditing and reporting. Well-versed in producing reports, evaluating department operations and handling month- and year-end closings. Meticulous, conscientious and methodical in approach.
Data validation
Investment strategies
Portfolio management
Strategic planning
Due diligence
Investment philosophy
Asset management
Business development
Equity markets
Corporate finance
Investment advisory
Wealth management
Mergers and acquisitions