VISIONARY LEADER, PASSIONATE ABOUT TAKING ORGANIZATIONS TO THE NEXT LEVEL As a Sales, Marketing and Financial Services Professional, I fuel revenue and profit growth by identifying and capitalizing on opportunities, and leveraging my depth of expertise across all business functions. I have a ...more

VISIONARY LEADER, PASSIONATE ABOUT TAKING ORGANIZATIONS TO THE NEXT LEVEL As a Sales, Marketing and Financial Services Professional, I fuel revenue and profit growth by identifying and capitalizing on opportunities, and leveraging my depth of expertise across all business functions. I have a record of success in driving revenue and business expansion in start-up, turnaround and high-growth entities in roles ranging from Sales Specialist/Manager all the way up to “C” level Executive. With a business owner’s perspective, I exploit my range of experience — operations, marketing, finance, business development, research and general management — to foster organizational excellence, build investor confidence, and ensure market competitiveness. I’m known for my collaborative management style, entrepreneurial drive, and skills as a top communicator and strong team builder. I thrive on challenges and use a nimble approach to lead assertively during dynamic market and challenging economic conditions. Deep Expertise (SME): Financial Services, Wealth Management: Asset / Portfolio Management; Market / Investment Strategy; Trading, Hedging, Compliance; Stocks, Bonds, Convertibles, Options; Fundamental Securities Research; Technical Analysis; ETFs/Mutual Funds Other Industry Expertise: Durable Goods Retailing, Home Improvement, Kitchen & Appliances, DIY, Life/Health Insurance Agency, Information Technology, Software Development, Enterprise Security, ESG/Compliance, Non-Profitsless