I am a financial services industry veteran of 30 years and the host of the groundbreaking industry podcast - “Can You Hold My Attention?" An innovative, experienced, and highly-respected global business and financial services executive, I have demonstrated success in driving exponential growth ...more

I am a financial services industry veteran of 30 years and the host of the groundbreaking industry podcast - “Can You Hold My Attention?" An innovative, experienced, and highly-respected global business and financial services executive, I have demonstrated success in driving exponential growth in small, mid-sized, and very large financial services, wealth management, and financial technology companies. I have a proven track record of demonstrating strategic, results-driven leadership to visualize a company’s potential, tackle its challenges head-on, and deliver real results. Throughout my 30 year career, I have proven that I can build businesses, turn around performance, and manage organizations through dynamic change and transformation. I have a solid reputation as a leader who hires talented individuals, and then engages and mobilizes these professionals by harnessing a shared mission and a passion for excellence. At every level of my career, I have succeeded in cultivating high-performing teams and cultures centered around the values of teamwork, transparency, and respect. My years of experience are only overshadowed by my understanding of "where the puck is going" in the wealth management and fintech industries. Combining a deep understanding of trends, success stories, and best practices in the marketplace, with valuable experience and life lessons has allowed me to create competitive advantages for the businesses I have lead. > *Strategy Development & Execution *Revenue & Earnings Growth *Sales & Marketing Team Development *Mergers, Acquisitions, & Integrations *Team Building & Development *Strategic Partner Development & Nurturing *Product Development/Management *People & Culture Leadership *Client Relationship Management *Business Model Architecture *Profit & Loss Management *Complex Negotiations >>LEADERSHIP ACUMEN>> *Ability to craft the best strategy for business growth *Collaborate with key stakeholders to increase market visibility and brand recognition *Keen ability to connect with clients and have them rally around the firm's vision *Transform organizational culture and improve employee engagement across all business units, empowering all team members to support company objectives and adhere to the firm's core valuesless