- Conducted complex portfolio analysis to assess strengths and weaknesses and evaluated investment solutions and presented new solutions to senior portfolio managers
- Reviewed client accounts and results regularly to determine whether life changes, economic developments or financial performance indicated a need for plan revision.
- Venture capitalist in training: learned the art venture capital from one of the most successful venture capitalists in Europe
- Performed due diligence and financial modeling of investments
- Represented fund on the board of Plastic Logic (plastic electronics), Artimi (UWB chipsets), SPI Lasers (fiber lasers), Forth Dimension Displays (novel displays), Valista (ewallet), Cambridge Broadband (wireless equipment)