Experienced Relationship Manager and Director with a demonstrated history of success in the financial services and investment management industries. Strong sales professional skilled in Mutual Funds, ETFs, Financial Planning, Investments, Asset Allocation, and Wealth Management.

Experienced Relationship Manager and Director with a demonstrated history of success in the financial services and investment management industries. Strong sales professional skilled in Mutual Funds, ETFs, Financial Planning, Investments, Asset Allocation, and Wealth Management.less