I have been working in the financial sector for many years as a Financial Adviser and Insurance Consultant for individuals, Broker-Dealer firms and various other corporations. I understand the Global Financial Markets and have a seasoned knowledge of the diverse investment opportunities through multiple insurance and financial structures that also include the proper use of the currency markets to assist in achieving financial goals. I have assisted clients in navigating through the rough waters of investment adversity while using financial structuring and accurate insurance placement to lower overall market and retained risks, which also adds much needed diversification. Assisting them with gathering needed capital and expanding through mergers and acquisitions, as an Investment Banking, Private Capital and Hedge Fund consultant and in also formerly as an Investment Adviser of my own RIA firm. Legacy planning, tax reduction and business continuation are skill sets that have been sharpen recently due to this volatile business climate. As they say, “Never a dull moment!”
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