Experienced Managing Director with a demonstrated history of leadership in the financial services industry. Skilled in UITs, product development, relationship management, and sales. Strong business development professional with a Master of Arts (MA) focused in Clinical Psychology from Wheaton ...more

Experienced Managing Director with a demonstrated history of leadership in the financial services industry. Skilled in UITs, product development, relationship management, and sales. Strong business development professional with a Master of Arts (MA) focused in Clinical Psychology from Wheaton College.less