Pragmatic and inventive leader in multiple high impact roles building successful businesses with an expertise in wealth management, asset management and exchange-traded funds (ETFs). One of the early pioneers in creating the ETF industry’s success path by building relationships and partnerships, ...more

Pragmatic and inventive leader in multiple high impact roles building successful businesses with an expertise in wealth management, asset management and exchange-traded funds (ETFs). One of the early pioneers in creating the ETF industry’s success path by building relationships and partnerships, contributing to the design of creative products, and promoting products across multiple media and relationship platforms. Broad experience managing high performing teams and streamlining operations in startup/high growth phases of business evolution. Strong balance of vision, creativity and practicality in approaching planning, challenges, and opportunities.less