LPL Financial, Member FINRA/SIPC. For hyperlinks to FINRA and SIPC, please refer to ‘Contact’ section.Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.

Responsible for external wholesaler distribution of the Rainier Funds within the southwest region of the United States including: Colorado, Texas, Arizona, Utah, New Mexico, and Nevada. Directly responsible for building and maintaining relationships with financial advisors and investment analysts associated with high quality financial institutions across multiple channels.

Responsible for driving sales and managing relationships with centralized research teams and financial advisors across RIA, independent broker-dealer, wirehouse, and retirement channels.

Managed territory sales, growth, and relationships with financial advisors by creating a cohesive team with Regional Vice President for multiple state region promoting and servicing a diverse line-up of open-end mutual funds, separately managed accounts, and closed-end mutual funds.