ENTERTAIN, EDUCATE AND EMPOWER!
What are they talking about? Interpreting the financial language.
I was a licensed financial professional for 17 years. I started my career at a small independent discount brokerage firm in 1999 specializing in raw materials and natural resource opportunities. There was a handful, 3 of us, who played an integral part in the launch, breaking of escrow, and building of a raw materials index fund. Within 2 years it became the number one performing index fund, in any asset class in the world; the Rogers Raw Materials Funds. Client requests then led me to join forces with a foreign equity firm where my expertise grew to include foreign equities, currencies, and expansion projects on the global stage.
Over the years I have experience with big banks to independent investment firms. I’ve performed administration and compliance for start up funds. I have built relationships with clients, corporations, brokerage firms, trading desks, and regulators. Let my experience, insights and stories transform your financial conversations!