Top-performing investment professional and accomplished leader with 20 years of experience representing leading asset and wealth management firms. Specific selling expertise with Exchange Traded Funds and Mutual Funds. Proven ability to establish new relationships, attract and retain assets ...more

Top-performing investment professional and accomplished leader with 20 years of experience representing leading asset and wealth management firms. Specific selling expertise with Exchange Traded Funds and Mutual Funds. Proven ability to establish new relationships, attract and retain assets through a time tested selling process coupled with excellent product knowledge. Exceptional presentation skills, proven track record managing large territories, demonstrated leadership skills and superior written/verbal communication skills. Specialties: Financial services/asset management/investment management. Experience with new business development, relationship management, recruiting and management, distribution strategy, marketing and messaging strategy and sales training. Extensive ETF and mutual fund experience. Employee of abrdn. Our social media policy: bit.ly/SocialTCsUSTopless