Over 18 years of proven Relationship Management skills representing some of the most innovative and complex ETF and Mutual Fund products. Expertise lies in the distribution of a wide range of Financial Products and Services through Institutional firms, RIA's and B/Ds. My goal is to deliver market ...more

Over 18 years of proven Relationship Management skills representing some of the most innovative and complex ETF and Mutual Fund products. Expertise lies in the distribution of a wide range of Financial Products and Services through Institutional firms, RIA's and B/Ds. My goal is to deliver market insights and timely ideas to financial adviser partners, drawing upon my experiences with client portfolio management and extensive knowledge of ETFs. • Strategic sales professional with over 18 years of industry specific experience in business development and relationship management. • In-depth knowledge of the asset management business with the majority of years spent in distribution of ETFs and mutual funds through Institutional, Wirehouse, Independent Broker-Dealer and RIA channels. • Advanced communication skills with excellent analytical, problem-solving, and execution abilities.less