A dynamic, financial services executive with a successful record of solutions-driven achievements in product development, investment sales, sales management and relationship management. Demonstrated ability to consistently achieve demanding goals, develop new business, increase revenues and ...more

A dynamic, financial services executive with a successful record of solutions-driven achievements in product development, investment sales, sales management and relationship management. Demonstrated ability to consistently achieve demanding goals, develop new business, increase revenues and improve operational inefficiencies. Proven results in strategic planning, brand strategy, product development and asset management distribution.less