Versatile and experienced, I offer expertise in asset management, relationship building, and team leadership gained over 30 years in the investment business. As a highly personable and charismatic leader, I build close relationships with clients and colleagues to retain accounts and ensure high ...more

Versatile and experienced, I offer expertise in asset management, relationship building, and team leadership gained over 30 years in the investment business. As a highly personable and charismatic leader, I build close relationships with clients and colleagues to retain accounts and ensure high levels of service. I successfully navigate complex relationships to guarantee the achievement of client and corporate goals. My coworkers know me as a proactive and affable manager, one who continuously trains and mentors junior associates to build high-performance teams. I have left each of my employers far better off than when I joined them, and I strive to apply the full range of my abilities in all that I do.less