Wealth Manager at Ivory Wealth Management 2018 - 2019 Accomplishments and Experience 0 Bespoke Investment Portfolio Building - Asset Allocation And Risk Tolerance 0 Business Development 0 Fund Research And Analysis - Tracking And Calculating Performance Metrics 0 Identified Investment Opportunities Globally 0 Kept Detailed Notes On Client Meetings 0 Liaised With Fund Houses And Other Third Party Product Providers 0 Macro-Economic Research