Experienced financial professional with excellent analytical and communication skills with a proven track record of identifying and monetizing client relationships across different sales platforms. Possesses a broad spectrum of multi-product sales experience in the areas of institutional finance ...more

Experienced financial professional with excellent analytical and communication skills with a proven track record of identifying and monetizing client relationships across different sales platforms. Possesses a broad spectrum of multi-product sales experience in the areas of institutional finance and investment services. Created a global research product for Quant and Asst Allocation Portfolio managers, opened up several new accounts, and cross sold products. Consistently demonstrated the ability to create and follow through on business plans via extensive due diligence, organization, and execution. Excels in entrepreneurial team oriented environments and enjoys mentoring Specialties: Series7 & 63 licensesless