Investing Industry Clients Live in Excel, Access, and SQL Server


Having a degree in finance (Investment Analysis & Portfolio Management) as well as having worked for one major stock brokerage firm, Merrill Lynch, and one major Financial Planning firm, American Express – IDS Financial Services provided me with the skills and experience to actively managing several portfolios for my clients.


The use of programs such as Trade Station, Super Charts, etc., and my ability to develop sophisticated trading applications in Microsoft Excel/Access gave me what I needed to pick the right securities at the right time. It is that deep understanding of the niceties of the financial markets that allows us to build sophisticated solutions for our financial clients, such as Merrill Lynch, Morgan Stanley, as well as dozens of smaller less known organizations.


So when we wanted to open a New York office to assist our East Coast clients, the Financial District of Manhattan was the obvious choice.