My current role as Advisory Sales Consultant allows me to provide personalized investment advice and help UBS advisors construct, implement and monitor advice based investment solutions within the context of their wealth management process. My experience as a wholesaler, national account ...more

My current role as Advisory Sales Consultant allows me to provide personalized investment advice and help UBS advisors construct, implement and monitor advice based investment solutions within the context of their wealth management process. My experience as a wholesaler, national account executive and Advisory consultant allows me to view the dynamic between money manager, broker/dealer and client from a number of different perspectives. I've sold and marketed a wide variety of traditional (mutual fund, mutual fund wrap, SMA and unified managed accounts) and alternative investments (hedge funds, funds of funds, private equity) throughout the broker-dealer community using a consultative, collaborative approach. I currently hold the FINRA Series 3, 7, 63 and 65 licenses as well as the CIMA (Certified Investment Management Analyst) and AIF (Accredited Investment Fiduciary) designations. Educational background includes an MBA from the Fordham Graduate School of Business Administration and a BA from Lehigh University. Specialties: Portfolio Analysis, Asset Allocation and Implementation, Portfolio Review, RFP Response, Financial Advisor Recruiting, Investment Manager Search, Mutual Fund, SMA, UMA, ETF and Alternative Investment Sales and Marketingless