President President of Friedenthal Financial 2009 – present Supervised management of a $50bn Citibank, NA. fixed income portfolio 2005-2009 Supervised management of a $15bn PHH Corp. mortgage securities portfolio 1999-2005 Managed the Pricing Department for GE Mortgage 1997-1999 Capital Markets Analyst for the Federal Reserve Bank of Atlanta 1996-1997 Assistant Portfolio Manager (equities) for SRI…

Chief Investment Officer

Chief Investment Officer Chief Investment Officer at Friedenthal Financial 2019 – present Portfolio Manager at Friedenthal Financial 2010 – 2019 Investment Adviser Representative at Met Life 2009 – 2010 Jr. Equity Analyst at Haverford Trust Company 2008 Portfolio Management Intern at PENN Capital Management 2007-2008 BBA, Drexel University, LeBow College of Business 2009 Holds FINRA…

Director of Operations & Client Service

Director of Operations & Client Service Friedenthal Financial 2021 – present Vice President, MBS/Interest Rate Sales – Morgan Stanley 2012 – 2014 Vice President, Securitized Products – Morgan Stanley 2004 – 2012 BS in Business Administration from Villanova University 2004 BS in Accountancy from Villanova University 2004 Chartered Financial Analyst (CFA)

Jr Portfolio Manager

Jr. Portfolio Manager Jr. Portfolio Manager at Friedenthal Financial (May’24 – Present) Venture Capital/Investment Banking Analyst Intern at VentureLab LLC/ATOMS VC (Jan’24 – Apr’24) CFA Institute Research Challenge 3rd Place Winner Local Level—CFA Society Chicago (Mar’23) Master of Science in Finance, University of Illinois at Urbana-Champaign, Gies College of Business 2023