Dynamic Financial Sales / Account Management Professional with 20+ years of progressive experience RELATIONSHIP MANAGER with extensive background facilitating strategic partnerships with broker-dealers, and institutional money managers. Astute analyst / strategic thinker / creative problem ...more

Dynamic Financial Sales / Account Management Professional with 20+ years of progressive experience RELATIONSHIP MANAGER with extensive background facilitating strategic partnerships with broker-dealers, and institutional money managers. Astute analyst / strategic thinker / creative problem solver. Demonstrated marketing savvy that complements strong account / relationship management skills that have produced profitable and sustainable business partnerships throughout the United States. Knowledgeable about Private Bank platforms and Rules of Engagement. Personable, articulate and persuasive; inspires trust and confidence. Powerful presenter and highly skilled negotiator. Effective trainer, coach and mentor with a track record for improving overall business performance. Superb manager, adept at planning and orchestrating multiple and complex demands. Developed and managed a territory of 600 sales representatives, consistently exceeding territory goals.less