Former Senior Business Consultant at Cetera Financial Group, now retired. I help advisors achieve clarity in their business. Working through issues that seem unsolvable, my process helps untangle those knots resulting in resumed growth, better operational efficiencies, or a continuity/succession ...more

Former Senior Business Consultant at Cetera Financial Group, now retired. I help advisors achieve clarity in their business. Working through issues that seem unsolvable, my process helps untangle those knots resulting in resumed growth, better operational efficiencies, or a continuity/succession plan. A senior sales executive committed to Business Consulting and Practice Management coaching with 25+ years’ experience helping advisors solve their most challenging issues. Experienced in selling and presenting comprehensive wealth management services to Broker-Dealers, RIA’s, Independents, Banks and Insurance professionals. Demonstrated success in wholesaling ETFs, mutual funds, separate accounts, consultative financial product sales, marketing, sales management and key account management. An exceptional communicator and presenter with the experience, gravitas and presence to inspire confidence.less