Senior strategy and distribution leader in financial services with experience managing a team of 165 professionals across distribution, financial planning, insurance and sales enablement for a Fortune 500 wealth management firm. A successful record in asset management across all distribution ...more

Senior strategy and distribution leader in financial services with experience managing a team of 165 professionals across distribution, financial planning, insurance and sales enablement for a Fortune 500 wealth management firm. A successful record in asset management across all distribution functions in all channels at WisdomTree, Van Kampen and Morgan Stanley. Collaborative, adaptable, critical thinker and leader with a history of excellence in driving revenue. Specialties: Sales leadership, sales management, relationship management, strategy and execution, talent recruitment, mutual funds, ETFs, Wirehouse, RIA, Family Office and Bank Trust.less