norman deitrich

I am an investment professional with more than twenty-five years of client servicing, managing technology integration, trading and portfolio management expertise. My core competencies include portfolio analysis, trade desk management, defined contribution plan sales and support, investment research and portfolio modeling and management. My analytical strengths have aided in providing detailed retirement lifestyle planning for high net worth clients, investment manager due diligence, portfolio construction and technology integration. My extensive experience working with financial vendors, co-workers and clients provides a solid foundation for creating value in a team environment. My background demonstrates my ability to successfully organize and execute large projects