Experienced Executive with a demonstrated history of working in the Financial Services Industry. Extensive expertise across the entire business from Client Advisor, Product Management, Product Development, COO, Corporate Strategy and Nationwide Senior Leader. Skilled in Sales, Sales Management, ...more

Experienced Executive with a demonstrated history of working in the Financial Services Industry. Extensive expertise across the entire business from Client Advisor, Product Management, Product Development, COO, Corporate Strategy and Nationwide Senior Leader. Skilled in Sales, Sales Management, Retirement Planning, Investment Advisory, Business Management, Operations Management and Client Relationship Management. Strong focus on partnering across the firm and local markets to drive profitable growth and building high-performing teams that optimize the client experience. Licensed: FINRA Series 24, 53, 7, 66 and 63less