Specialties: Exchange traded fund and mutual fund sales/distribution RIA brokerage platform/back office sales Exchange Traded Product Expertise Mutual fund sales/distribution Closed-end fund IPO REITs Interval Fund 1031 / DST Alternative and Traditional Investment Experience Private ...more

Specialties: Exchange traded fund and mutual fund sales/distribution RIA brokerage platform/back office sales Exchange Traded Product Expertise Mutual fund sales/distribution Closed-end fund IPO REITs Interval Fund 1031 / DST Alternative and Traditional Investment Experience Private placement deal sourcing and placement agent Territory Management Relationship Management Client Education FINRA licenses 7, 24, 63, 65less