Experienced executive with extensive experience in asset management distribution including sales and strategic accounts management. Have led teams focused on RIAs, broker/dealers, independents, private bank and trust banks. Skilled in Sales, Asset Management, Securities, Sales Management, and ETFs. ...
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Experienced executive with extensive experience in asset management distribution including sales and strategic accounts management. Have led teams focused on RIAs, broker/dealers, independents, private bank and trust banks. Skilled in Sales, Asset Management, Securities, Sales Management, and ETFs. Strong business development professional with a BA focused in Business Management from Temple University - Fox School of Business and Management.
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