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Skills

  • Asset Management
  • Blogging
  • Customer Service
  • Equities
  • Fixed Income
  • Fraud
  • Investments
  • Management
  • Management Consulting
  • Mutual Funds
  • Social Media Marketing
  • Trading

Services

  • Investment writer and consultant

    $100/hr Starting at $25 Ongoing

    Dedicated Resource

    20 years of executive level investment management consulting from customer service to closing C-level executive board rooms.

    Asset ManagementBloggingCustomer ServiceEquitiesFixed Income

About

Investment and Financial Services Expert

I'm a former investment consultant and owned my own business managing money for institutions and high net worth individuals for the past 20 years. I managed $130 million in assets before selling my practice in 2012. I love technology, investments, writing, marketing, fintech and startup businesses.

Work Terms

Open to any and all arrangements. I prefer one time pay projects, but can consult, write or research on an hourly arrangement. I use the book "Writers Market 2017" as guidance for fee schedules.

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