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Talent You Won't Find Anywhere Else

C.W. (Bethesda, MD)

  • Financial professional with 15 years of experience in private wealth management, institutional consulting, and sales within the financial services industry.
  • Led operations for a private wealth team with $800mm AUM, supporting business development, enhancing client experience, managing staff, and developing financial and estate plans.
  • Developed wealth management plans for a team with $525mm AUM, conducted client interviews, created asset allocation strategies, and provided business analytics support for growth.
  • Experience as a senior registered client service associate involved in monitoring fund managers, preparing performance reports, and assisting in manager searches, RFPs, and presentations.
  • Proficient in financial planning software and analytics tools such as PSN/Zephyr, Bloomberg, and estate planning software for creating tailored financial and estate plans.
  • BA in Economics from Georgetown University, completed courses for the CFP designation at Georgetown University School of Continuing Studies.

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