As a Financial Services Leader, I have been recognized for my in-depth financial industry and product knowledge, my sales positioning and my excellent customer service. While working with ETFs, Mutual Funds, Annuities, Asset Managers and Custody Platforms. Throughout my career, I have been known ...more

As a Financial Services Leader, I have been recognized for my in-depth financial industry and product knowledge, my sales positioning and my excellent customer service. While working with ETFs, Mutual Funds, Annuities, Asset Managers and Custody Platforms. Throughout my career, I have been known as the “Go To” person for clients and peers. I am quick to adapt to change and I excel at overcoming issues. I am proud that I am sought-after to build and rebuild sales territories and desks. You’ll see from my profile that I am experienced in all facets of distribution, sales trading, wholesaling, custody, capital-markets, while working with RIAs, broker dealers, custodians, model managers, ROBO advisors, trading desks, ETF issuers, trust and private banks and retirement plans. I am really good at using my effective communication and competitive knowledge to uncover and convert new clients to create new business and grow existing market share.less