Experienced professional with a demonstrated history of working in the retirement industry as a senior executive, client facing senior consultant and support in new client development. Strong finance professional skilled in Investment Consulting, Employee Benefits Design, Securities, Defined ...more

Experienced professional with a demonstrated history of working in the retirement industry as a senior executive, client facing senior consultant and support in new client development. Strong finance professional skilled in Investment Consulting, Employee Benefits Design, Securities, Defined Benefit, Defined Contribution, Retirement Planning, and Financial Services. Holistic and client centric philosophy. Critical strategic initiatives and thought processes.less