I’ve working in financial planning, investment management, and
portfolio design for the past 15 years. Most of which was spent as a
Financial Consultant at the worlds largest private brokerage/mutual
fund company. Over this time, I amassed multiple awards, licenses,
and professional executive certificates one of which was from the
prestigious Rice University in Financial Planning and Investment
Analysis. Over this time I built a book of business in the High
Multiple 100MM’s of assets under administration and have fortune
500 CEO’s, CFO’s and CIO’s as clients, as well as a few
professional athletes. My entire life has revolved around market
speculation, analysis, research and trading. During this period I
sharped my tools and also used the time and resources to see “how
the sauce was made.”
