Extensive client-facing experience communicating and articulating investment solutions across a wide variety of investor types, asset classes and vehicle structures. - 16 years of Industry Experience with extensive knowledge, experience and expertise in ETFs - Over 11 years managing a territory ...more

Extensive client-facing experience communicating and articulating investment solutions across a wide variety of investor types, asset classes and vehicle structures. - 16 years of Industry Experience with extensive knowledge, experience and expertise in ETFs - Over 11 years managing a territory with a large and extensive network consisting of the top Investment Advisors and Financial Professionals in the Southeast. - Proven success across multiple channels of advisors (RIAs, Independents and Wirehouse advisors) and investment vehicles (ETFs, MFs, Alternatives and Private offerings). - Rare, diverse and wide-knowledge base with a large network of clients cultivated in the territory across multiple investment vehiclesless