Recognized Financial Analyst 

Having spent over 30 years in the industry, I have gathered deep knowledge in wealth management. I have worked at leading investment banks and respected clientele in order to help them meet financial goals and business objectives. 

I joined my current firm in 2006 and have been instrumental in reshaping the firm’s focus and disciplines.

Strategize Opportunities

My experience in the Military Intelligence with the US Army Special Forces, PhD-level Quant knowledge, advanced coding, and AI modeling expertise have all been great assets in my professional career. I utilize strategy, logic, and risk assessment to evaluate and seize market opportunities as they become available.

Technological Visionary

I possess the vision, courage, and patience to lay a blueprint for the future to unfold. Technology has changed the financial industry forever, empowering strategic investors with the prerequisite market tools to strike when needed.

International Perspective 

Having worked with a range of diverse clients, I have a good understanding of what people want and how to resonate with them. Further, my language and cultural knowledge of China and Central America helps with building international opportunities, which is of increasing importance in today’s business climate.