I am financial service professional with over 18 years of sales and marketing experience dedicated to the institutional and private wealth marketplace specializing in business development, investor relations, consultant relations, and marketing management in the United States, Canada, and Europe. I ...more

I am financial service professional with over 18 years of sales and marketing experience dedicated to the institutional and private wealth marketplace specializing in business development, investor relations, consultant relations, and marketing management in the United States, Canada, and Europe. I have worked with institutional and private wealth investors on both their investment allocations on fund level and direct level as well as their non-investment sides of structure, governance, and mission alignments of each entity. I have built a vast and diverse network of strong relationships with various institutions including family offices, public pension funds, Taft-Hartley plans, endowments, foundations, corporations, and investment consultants. I am currently responsible for the marketing, business development and client relations for a state-of-the-art Securities Litigation Monitoring and Settlement Recovery Platform designed to help portfolio managers, trustees, chief operating officers, and their counsel identify global securities class actions and maximize recoveries from settlements. The revolutionary platform offers a comprehensive, real-time assessment of portfolio litigation exposure expressly designed for institutional and private wealth investors, asset managers, global banks, insurance companies, trading firms, and securities litigation firms. I am also currently serving the family office community as an advisor for their direct investments and also helping them navigate the planning and structure for their family offices needs and missions moving forward. I strive to meet and work with all professionals in the financial field to develop the highest quality relationships possible and provide each person top tier advice and direction all matters of their business. Skills: Family Offices, Institutional Investors, Microsoft Office Suite, Maximizer CRM, Event Planning & Management, Governance, Peer to Peer Networking, Capital Introduction, Marketing and Branding, Relationship Development, Client Service Management, Impact Investments, Direct Investment Advisory, Business Development, Management, Team Leadership, Database Management, Public Speakingless