I have been working as a sales consultant in the asset management business for 25+ years, and I love collaborating with the incredibly talented advisors in my field, here in the Bay Area. I bring my experience as an entrepreneur and business owner, as well as an experienced asset management sales ...more

I have been working as a sales consultant in the asset management business for 25+ years, and I love collaborating with the incredibly talented advisors in my field, here in the Bay Area. I bring my experience as an entrepreneur and business owner, as well as an experienced asset management sales & marketing professional, to help the very best wealth advisors build better practices and to produce an optimal client experience. Specialties: Certified Investment Management Analyst (CIMA) through Investments & Wealth Institute. The CIMA designation demonstrates expertise in areas such as asset allocation, ethics, risk measurement, and investment policy.less