Functional Skills
Business Analysis
Business Development
Business Operations
Financial Planning & Analysis (FP&A)
Financial Modeling
Product Development
Product Strategy
Sales and Operations Planning (S&OP)
Sales Enablement
Strategic Planning
Training and Coaching
Vendor Management
Customer Relationship Management
Go-to-market Strategy
Product Design
Software Skills
Salesforce
Hubspot
Bloomberg
Certifications
CFAChartered Financial Analyst
Sector Experience
Financial Services
Experience
Fixed Income Resources
Finance
Founder
1/2024 - Present
Independent consultancy providing strategic fixed income support to RIAs, fintech platforms, and asset
managers.
• Built and delivered "Demystifying the Bond Market," a CFP CE-approved education session for advisors
• Advised fintech firms on GTM strategy and advisor messaging around structured products and fixed income
• Consulted with RIAs on SMA vs fund portfolio design, muni bond ladder construction, and manager
selection
• Developed advisor education tools and content that helped improve client retention and confidence
managers.
• Built and delivered "Demystifying the Bond Market," a CFP CE-approved education session for advisors
• Advised fintech firms on GTM strategy and advisor messaging around structured products and fixed income
• Consulted with RIAs on SMA vs fund portfolio design, muni bond ladder construction, and manager
selection
• Developed advisor education tools and content that helped improve client retention and confidence