Provides expertise and advise to organizations on trending topics and experience-based insight.

Led a team of Senior National Account Managers across the Private Wealth Management and Independent Wealth Management channels.

Established and cultivated relationships to grow the company's asset management/ETF business. Managed the ETF strategic business and research initiatives across firms and collaborated with the Head of ETF Distribution to drive strategic priorities, distribution and marketing initiatives

National Account Manager for the Market Vector ETFs focusing on Wirehouse Broker Dealers and Regional and Independent firms.

Responsible for implementing home office initiatives utilizing iShares resources in various capacities. Developed and maintained relationships with key centers of influence to promote iShares products and services.

Created and delivered customized practice management and investment solutions to high net worth financial advisors.

One of three team members supporting the Small-Mid Cap initiative at the firm, acting as a liaison between research analysts, traders, institutional sales, and clients.

Managed 12 Wrap Trading Programs totaling approximately $1 billion in total assets. Administered the process of opening new accounts and investing to conform to program models. Executed block trades using online systems and monitored daily activity and cash flow for portfolio review.

Executed block trades in all market caps and sectors as well as managed the execution of all directed equity accounts in the firm. Established and maintained relationships with brokers and supported five other traders on the desk.