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Candidate's Name , CFA5214 Sentinel Ridge Dr. Norristown, PA 19403 EMAIL AVAILABLE (610)-476-4270 PORTFOLIO AND RELATIONSHIP MANAGER INVESTMENT EXPERT STATEMENT OF QUALIFICATIONS PROFILE: Collaborative, multifaceted senior-level executive in the Financial industry. Hands-on leader, excellent communicator, natural problem-solver with concrete measurable results. CORE COMPETENCIES: Financial Analyst Economic & Market Forecasting Portfolio Management Client Relations Equity Analysis Sales Forecasting Risk Management Estate & Tax Planning Security Research& Analysis Retirement Plans Detailed Cost Analysis Investment Research & Management Customer ServiceCAREER MILESTONES1. Founded independent investment advisory firm catering to High-net worth individuals and small businesses  resulting in $75M total assets (TCM)2. Frequent guest appearances as investment expert  Channel 6 Action News; Philadelphia 3. Financial Advisor, Investment & Wealth Institute (IWI) Conferences  Speaker at multiple events CURRENT EXPERIENCEIndependent Investment Consulting (Philadelphia, PA) 2022- current Freelance investment consulting for a variety of clients. 1. Investment portfolio consultations and recommendations. 2. Tax and Estate advice.3. Maintaining and orchestrating all client relations. WORK HISTORYInvestor/Part Owner Eagleville Tavern (Eagleville, PA) 2017-2022 Full service bar and restaurant with a total capacity of 175 people. 1. Assist in all Restaurant Operations; Menu items, Food/Bar Service, Quality standards 2. Perform; Coordinating staff, maintaining inventories; (liquor, supplies, marketing materials), 3. Food & Safety regulations, Entertainment, Activities, Banquet functions. Managing Partner Triton Capital Management, LLC (Ambler, PA) 2005-2016 Independent Investment Advisory Firm catering to high-net worth individuals and small businesses. 1. Culminating in $75M total assets for the firm.2. Performed all accounting, reporting and operational functions associated with an Investment Management Firm. Extensive use of QuickBooks and Excel sheets. Additional responsibilities: Investment research, Security analysis, Client counseling, Retirement plans, Tax recommendations, Portfolio management, Financial planning, Estate and Tax planning. V.P. & Portfolio Manager West Chester Capital Advisors (West Chester, PA) 2000-2004 Investment management, research and counseling firm. Firm managed over $200 million in assets for both private and institutional clients in separate accounts. 1. Streamlined the fee billing system for over 40% of client base. 2. Produced annual budgets including but not limited to Economic and Sales forecasting analysis. 3. Performed all responsibilities: Investment counseling, Discretionary Portfolio management, Investment policy, Security research & analysis, Security selection & recommendation, Client & Consultant communication business development, Institutional & Private client marketing and sales. 4. Co-writing and editing quarterly newsletter, development of distribution channels; information systems and electronic vendor interfaces.EDUCATION PROFESSIONAL DEVELOPMENTBachelor degree in Business Administration (Finance) LaSalle University (Philadelphia, PA) CFA Institute, CFA Society of Philadelphia