Freelancer looking for additional clients:
I provide remote, flexible consulting services to hedge funds, fintech firms, and registered investment advisors (RIAs) seeking high-level support across investor relations, operations, and client experience management.
Investor Relations & Stakeholder Communications
Remote HR & Talent Acquisition
Account Management & CRM (Salesforce, HubSpot, Redtail, etc.)
CRM Data Integrity & Reporting
401(k) Plan Administration & IRA Support
Internal/External Audit Coordination
QuickBooks & Expense Management
Marketing & Event Planning
Bloomberg & Morningstar Platform Support
With a background supporting institutional clients and high-net-worth individuals, I bring a solution-driven, detail-focused approach to relationship management, compliance readiness, and operational excellence.