Wealth management executive with a successful track record and key roles in sales leadership and wholesaling (Alternative Investments, ETFs, Mutual Funds, SMAs) for top institutions. Proven ability to develop a productive culture through client-focused solutions, collaboration, creativity and ...more

Wealth management executive with a successful track record and key roles in sales leadership and wholesaling (Alternative Investments, ETFs, Mutual Funds, SMAs) for top institutions. Proven ability to develop a productive culture through client-focused solutions, collaboration, creativity and execution. Outstanding relationships with key decision makers in Private Wealth, Broker-Dealers and National and Regional Private Banks. Certified Investment Management Analyst, CIMA® Certified Private Wealth Advisor, CPWA® National Association of Securities Dealers Licenses Series 7, 9, 10, 63, 65 CAIA Association - Private Debt Microcredential CAIA Association - Fundamentals of Alternative Investments Sales/Leadership Attributes Wealth Management II Distribution ll Sales Leadership ll Results Oriented ll Strong Communication and Presentation Skills ll Strategic Planning ll Innovative ll Culture Carrier ll Teamwork ll P&L Management ll Developer of Talent ll Leads by Exampleless