Experienced executive with leadership and the ability to inspire a team to achieve high-performanceresults. Twenty years of investment experience that includes managing assets for variousclientele, including insurance companies, trusts, corporations, mutual funds, individuals, pensions, 401-k’s, foundations. Serves clients and works diligently to structure the best possible portfolio for each client based on unique needs. Continually researching and learning more about clients, investments, and the ability to offer services and results that best match each client’s specific desires.