As a former collegiate athlete, I approach work like I would the playing field; with drive and commitment. Through a rigorous and relentless approach to service, I seek to provide timely and actionable investments ideas to my clients. Not only do I focus on maintaining and strengthening relationships with top financial advisors, but I also seek new and prosperous relationships through unconventional channels. By establishing myself as a resource, I am able to provide in-depth analysis on investment allocations, market and economic commentary, and practice management coaching. I am independently goal driven and task oriented, but also excel at working in teams. Through leading teams but also being a productive team member, I believe a strong team is the solution to great success. My partner Sean Moriarity and I represent the First Trust's ETF and SMA product lines.
Listed skills include Financial Analysis, Investment Sales, Portfolio Management, Mba, and 8 others.