With over a decade of experience in financial markets, I have a proven track record as a successful investor and trader. I am dedicated to helping clients confidently navigate the complexities of financial investments.
I conducted specialized Market Research into the rapidly growing field of Environmental, Social, and Governance (ESG) investing.
Start Date
Oct 10, 2017
I introduced the client to a structured, rules-based investment framework centered on Technical Analysis.
Start Date
Dec 03, 2018
I performed a detailed Financial Analysis of every asset in the portfolio.
Start Date
Aug 15, 2024
Financial Analysis, Market Research, Strategic Planning
This comprehensive Portfolio Management strategy was designed to protect wealth during market downturns and provide growth during expansionary periods.
Client
Travel Agency
Start Date
May 25, 2020
I restructured the client's portfolio with a focus on Risk Management.
Client
Creative Professional
Start Date
Nov 10, 2022
This portfolio included a mix of high-growth technology stocks, emerging market equities, and private equity funds to capture potential upside while mitigating concentration risk.
Client
Tech Startup
Start Date
Feb 05, 2023
