I am an experienced investment professional who has been involved in Customized Direct Indexing for 20 years and have seen and participated in growing this innovative investment strategy. My main focus has always been to deliver high touch expert client service. I also have extensive experience as ...more

I am an experienced investment professional who has been involved in Customized Direct Indexing for 20 years and have seen and participated in growing this innovative investment strategy. My main focus has always been to deliver high touch expert client service. I also have extensive experience as a Senior Product Specialist. I have managed teams as well. Specialties: Client Relationship management, Consultative Sales, and Product Specialist experience with deep solution based knowledge.less