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Work Background
Managing Director
Tricord Investment AdvisorsManaging Director
Apr. 2004Marietta, Georgia, United StatesWhile acting as Managing director my day-to-day responsibilities are the following: I am administering multiple organizational facets, such as Sales, Marketing, Profit & Loss, Payroll, Taxes, and Budgeting. I was also managing documentation of company processes, as well as oversee audits, and provide strategic direction. Moreover, I am cultivating unique perspectives and strong commitment with teamwork and cooperation's by leading internal and cross-functional teams. Further more I am Providing training and mentoring staff in financial methodologies. The following are my renowned contributions: • Established creative investment portfolio strategies to ensure success, compliance, and execution. • Created appropriate financial plans to attain desire results by monitoring client current status. • Developed multi-million-dollar portfolio for organizational development. • Executed innovative solutions to strengthen diversity, inclusion, and cultural competencies across affiliated organizations.
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