Accomplished capital markets and sales professional with deep experience in a wide range of financial products and innovations. Client focused professional with a passion for providing investment advice and services that meet the highest level of fiduciary obligations. Unique combination of ...more

Accomplished capital markets and sales professional with deep experience in a wide range of financial products and innovations. Client focused professional with a passion for providing investment advice and services that meet the highest level of fiduciary obligations. Unique combination of expertise including over ten years in sales and trading equity derivatives, designation as a Chartered Financial Analyst, leadership experience in the launch of a new ETF issuer, and licensed and practiced as a securities attorneyless