Lead monthly Investment Committee Meetings.

Supervise and conduct a team of outsourced consultants and researchers.

Managed a team of four Vice Presidents, and reported directly to the Managing Director of Quaker Securities, Inc. (a Sandoz Foundation Company).

Built research and selling strategy which resulted in the sales-force further penetrating existing markets and securing new opportunities.

Conducted daily and weekly research meetings.

Assisted team's sales to financial institutions and HNWIs.

Mentored several trainees.