A seasoned professional with 26+ years of wealth and financial management experience, who possesses a natural aptitude for directing teams, as well as overseeing key financial projects, and implementing corporate strategies to drive client-focused solutions and a first-class client experience. ...
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A seasoned professional with 26+ years of wealth and financial management experience, who possesses a natural aptitude for directing teams, as well as overseeing key financial projects, and implementing corporate strategies to drive client-focused solutions and a first-class client experience. Professional focal points include operations optimization, performance assessment, relationship management, cross-functional team leadership and participation, strategic planning, investment/portfolio analysis, recruitment management, training development, insurance planning, asset protection planning, high-net-worth client development, client experience optimization, asset management, and project management.
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