Seasoned financial services professional with a progressive 25-year career entailing multiple Wealth Management roles including Capital Markets Sales, Investment Strategy, Portfolio Management, Research, Marketing, Education and Training, for predominately Equities and Exchange-Traded Fund (ETF) ...more

Seasoned financial services professional with a progressive 25-year career entailing multiple Wealth Management roles including Capital Markets Sales, Investment Strategy, Portfolio Management, Research, Marketing, Education and Training, for predominately Equities and Exchange-Traded Fund (ETF) products. Effectively communicated investment ideas and strategies to Financial Advisors and their clients.less