Our firm specializes in helping enterprise and their management transform the way they run ther operations, by streamlining their processes and anchoring them to customer and stakeholder results.

??Experienced in Brokerage, Trading, Operations, Prime Brokerage, Risk Oversight and Compliance ??Created International Hedge Fund Operational Controls ??Developed US Trading Hub ??FINRA Licenses 7 , 63 & 24 55, 53, 4, 9 & 10 - Previously held

I am a veteran owned small business with 27 years of experience. I am a single source provider to Government Agencies for: Group Health, Life, Disability, Dental, Long Term Care, Vision, Flexible spending accounts, and Retirement Plans.

college planning, investment advice, retirement planning, risk management, financial planning, employee benefits, estate planning

PUBLIC FUNDS

Portfolio Management, Engineering Services, Administrative Management and General Management Consulting Services, Other Management Consulting Services, Environmental Consulting Services

Portfolio Management

Advisory Services, Workout, Restructuring, Real Estate, REO, Hotels/Hospitality, Loan Restructuring, Receiver Advisory, Asset Management, Property Management

STATE STREET GLOBAL ADVISORS

Portfolio Management, Investment Advice, Nonresidential Property Managers, Offices of Real Estate Appraisers

Industrial Building Construction, Commercial and Institutional Building Construction, Portfolio Management, Administrative Management and General Management Consulting Services, Facilities Support Services

Data Processing, Hosting, and Related Services, All Other Information Services, Portfolio Management, Investment Advice, Engineering Services

All Other Nondepository Credit Intermediation, Portfolio Management, Graphic Design Services, Administrative Management and General Management Consulting Services, Human Resources and Executive Search Consulting Services

Data Processing, Hosting, and Related Services, All Other Information Services, Portfolio Management, Investment Advice, Miscellaneous Financial Investment Activities

Other Activities Related to Credit Intermediation, Miscellaneous Intermediation, Portfolio Management, Miscellaneous Financial Investment Activities, Administrative Management and General Management Consulting Services

Monetary Authorities-Central Bank, Commercial Banking, Savings Institutions, Credit Unions, Other Depository Credit Intermediation

Portfolio Management, Investment Advice, Miscellaneous Financial Investment Activities, Other Financial Vehicles

Commercial Banking, Sales Financing, Secondary Market Financing, Investment Banking and Securities Dealing, Portfolio Management

Portfolio Management

Portfolio Management