Unlocking Growth Potential: A Strategic Leader for Building and Scaling Businesses With a proven track record of success in the financial services industry, I bring over 20 years of experience to the art of building and scaling various business units, with an emphasis on sales, marketing, ...more

Unlocking Growth Potential: A Strategic Leader for Building and Scaling Businesses With a proven track record of success in the financial services industry, I bring over 20 years of experience to the art of building and scaling various business units, with an emphasis on sales, marketing, strategic partnerships and distribution. My expertise lies in developing and executing on strategic growth initiatives, cultivating high-performing teams, and driving revenue generation. I’ve seen creativity, collaboration and an entrepreneurial mindset work well to initiate change and fuel growth. I welcome industry disruption, a blank slate and challenging the status quo. My background includes transformative experiences such as the re-branding of SPDR ETFs, establishing PIMCO's ETF distribution framework, and building both the John Hancock ETF and RIA sales teams at from the ground up. Starting my career in wealth management, then moving to asset management has equipped me with a unique perspective on market dynamics, client needs, and the intricacies of financial services. I'm particularly passionate about the evolving landscape of alternative investments, private wealth, and exit planning, and as well as helping RIAs navigate the complexities of growth, mergers and acquisitions, and serving business owner clients. Blending a fulfilling career with a thriving family life is a core value of mine. When I'm not working with clients and colleagues, I cherish time with my husband and our three children, actively participating in their school activities, sports, and our church community. This commitment extends to supporting various business endeavors, where I leverage my skills and experience as a Certified Exit Planning Advisor (CEPA) to contribute to strategic projects within my husband's multi-generational, family-owned business. /*********/ John Hancock is not affiliated with LinkedIn and is not responsible for LinkedIn’s privacy or security policies. My posts represent my own personal views, are subject to change, and may not necessarily represent the views, of John Hancock. I am affiliated with John Hancock Investment Management Distributors LLC and/or John Hancock Distributors LLC. Click here for social media terms: https://bit.ly/3rqFf3vless