Disciplined professional with over three decades of experience in sales, business consulting, financial products, and services distribution. Skilled at helping financial advisory firms streamline their business to increase revenue and the value of their service and expertise. Able to identify new ...more

Disciplined professional with over three decades of experience in sales, business consulting, financial products, and services distribution. Skilled at helping financial advisory firms streamline their business to increase revenue and the value of their service and expertise. Able to identify new business opportunities and foster lasting client relationships. Extensive experience facilitating presentations on practice management and risk management, specific to broker-dealers, and investment advisors. Ability to work comfortably under pressure and maintain a high energy level in an industry that emphasizes industry knowledge, speed, flexibility, organizational skills, and interpersonal communications.less