Financial services professional with deep business development experience in alternative investments, retirement planning, and tax-advantaged account administration. Highly energetic, with a passion for achieving results by utilizing appropriate benchmarking and measurement techniques to ...more

Financial services professional with deep business development experience in alternative investments, retirement planning, and tax-advantaged account administration. Highly energetic, with a passion for achieving results by utilizing appropriate benchmarking and measurement techniques to establish realistic targets, and to track progress towards their successful completion. Innovative and analytical, with strong Microsoft Office (Excel, Word, Powerpoint) and computer modeling skills. Skilled at model and simulation development in Excel, including use of VBA modules where appropriate. Enjoys developing and delivering technical communications, including sales presentations, sales support, product training and education.less