With over 17 years of experience in supporting financial advisors and their clients nationwide in achieving their investment objectives. I am a highly organized, enthusiastic, and goal-oriented leader with a track record of proven results. In my current role, I lead a team responsible for business ...more

With over 17 years of experience in supporting financial advisors and their clients nationwide in achieving their investment objectives. I am a highly organized, enthusiastic, and goal-oriented leader with a track record of proven results. In my current role, I lead a team responsible for business development, marketing, education, relationship management, and product due diligence for Unit Investment Trusts, demonstrating strong leadership and strategic vision.less