Solid, progressive record of recognition (20+ years) in financial services, providing high-net-worth clients and prospects with optimal financial solutions to attain short- and long-term goals. Track record of reviewing current processes to locate and capitalize upon areas of improvement regarding ...more

Solid, progressive record of recognition (20+ years) in financial services, providing high-net-worth clients and prospects with optimal financial solutions to attain short- and long-term goals. Track record of reviewing current processes to locate and capitalize upon areas of improvement regarding effectiveness and efficiency. Proven capacity for team leadership and implementation of strategies.less