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. ...more

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. Opinions and comments expressed by LinkedIn Members are those of the persons submitting them and do not necessarily represent the views of the creator of this profile or their firm.less