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Work Background
Portfolio Manager
Byline BankPortfolio Manager
Aug. 2023ChicagoSenior portfolio manager responsible for developing customized investment portfolios for both individuals and institutions. Active in assisting sales force in business development opportunities and client relationship building.
Real Estate Broker
@propertiesReal Estate Broker
Feb. 2021Chicago, Illinois, United StatesI assist clients and neighbors with the purchase or sale of their home and act as a trusted source for your real estate needs in the city of Chicago.
Financial Advisor
Merrill Lynch Wealth ManagementFinancial Advisor
Jan. 2017 - Jan. 2019Implemented holistic financial plans and strategies utilizing a goals based financial plan. Grew business development pipeline through referral alliances and networking. Worked with internal partners to maximize cross selling opportunities within the bank.
Municipal Bond Trader
Oppenheimer & Co.Municipal Bond Trader
Jan. 2013 - Jan. 2016Was head of Chicago retail trading desk. Traded municipal bonds for both retail and institutional clients while optimizing trading profitability of the firm's capital. Assured transactions met compliance standards for both FINRA and MSRB rules and best practices. Achieved trading profitability in 11 of 12 quarters.
Municipal Bond Portfolio Manager
Northern Trust Co.Municipal Bond Portfolio Manager
Jan. 1998 - Jan. 2013Managed active municipal bond portfolios in excess of $3.8 billion. Active participant in prospecting strategy and new business development with a new business win of $270 million. Provided internal partners and clients with expert market color with regard to econonic outlooks and bond market analysis.

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Personal Pitch
Portfolio management assistance. Fixed income education
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