I’m a passionate business development strategist and sales leader with technical expertise in investment and portfolio strategy and deep understanding of operational, governance, and compliance considerations. I’m a high energy player/coach sales and relationship manager with an established ...more

I’m a passionate business development strategist and sales leader with technical expertise in investment and portfolio strategy and deep understanding of operational, governance, and compliance considerations. I’m a high energy player/coach sales and relationship manager with an established track record of executing high growth business plans through my considerable network and process-driven, metric-based approach. I’ve successfully grown multiple businesses of alternative asset managers, prime services banking and managed account platforms. Organizations I’ve proudly represented range from earlier stage endeavors to some of the world’s top banking institutions. I have navigated these initiatives through a broad spectrum of market environments and corporate circumstances and through increasingly higher and more dynamic compliance thresholds. I’ve succeeded by deploying a keen knowledge of how my clients operate and their goals, a critically thought out metric-centric process, and a humility that enables me to continuously learn and improve, driving toward optimal outcomes.less