Summary
A highly collaborative investment professional and US software research analyst with 10+ years of international experience in equity research, treasury operations, and trading positions across multiple asset classes at leading multinational banks Citibank and Morgan Stanley, UHNWI-backed family office and European independent equity research firm. A respectable background in equity capital markets, corporate treasury, investment banking operations, equity research analysis and portfolio management.
Areas of Expertise
Primary Asset Class:
Equities
Geography:
Global
Countries:
(generalist)
Sectors:
Information Technology, Energy
Content Verticals:
Equity Capital Markets, Thematic (Sector/Industry)
Work Experience:
- Founder & Director of Equity Research, Algosun Global Limited
- Senior Portfolio Manager, UHNWI-backed Family Office
- Trading Assistant/Treasury Analyst, Morgan Stanley
- RM's Sales Assistant - Private Wealth Management, Citibank