“Experience is something you don't get until just after you need it.” – Steven Wright. Investment Management - Financial Services professional with expertise in sales, marketing, product development, new product integration, coaching, consulting, and training in Mutual Funds, Closed End Funds, ...more

“Experience is something you don't get until just after you need it.” – Steven Wright. Investment Management - Financial Services professional with expertise in sales, marketing, product development, new product integration, coaching, consulting, and training in Mutual Funds, Closed End Funds, ETFs, Equities, Structured Products, and Alternative Investments. You may be interested in the following achievements: Ranked #3 of 15, #3 of 15, and #1 of 20 with sales generated surpassing $1.4 billion as a Regional Sales Director with Morgan Stanley Investment Management over a 3 year period. Directed Merrill’s Equity Product Group with responsibilities for Equity Product Development that included an internal television program (90 completed), that initially focused on equity idea generation, product development, marketing and sales. This position and responsibilities morphed to additional product groups such as Closed End Funds and Mutual Funds. Partnered at a high level of “client” presentations that range from Institutional/Middle Market presentations, to Merrill Lynch Golf Shootouts, to speaking in front of 600+ clients of Paine Webber on behalf of the firms’ Strategists Ed Kirshner and Mary Farrell, to countless HNW presentations and seminars. Managed teams of marketing and sales professionals, that included the development and nurturing of the top two Morgan Stanley Investment Management Regional Sales Directors that initially started with my group as internals. Lastly, my tenure in the sales/marketing side of the Financial Services business has provided me with tremendous relationships with key HNW/Wealth Advisor Financial Advisors, Branch Managers, and home office Wealth Management Executives. Specialties: Sales, sales management, business development / product development / coaching, consulting, presenter / moderator / producer, key note speaker, sales/marketing/management trainer.less