Highly accomplished financial services Sales and Marketing executive with an MBA and CIMA certification. Over twenty years of direct, internal and external sales and marketing success selling complex financial products to a wide variety of audiences including Institutional, HNW, E&F clients. Exceptional record of achievement in established and entrepreneurial positions. Experience in all aspects of new product development (direct internal and external sales, marketing collateral, channel distribution, legal/compliance). Specific, hands-on experience in equity research sales and trading, idea generation, asset allocation and fixed income investment experience.Specialties: • Extensive direct, internal and external sales expertise• Integrated, multi-channel marketing• New product development, channel marketing and execution• Entrepreneurial positions in start-up operations• Client management with high-level executive interaction• Excellent financial management and quantitative skills • CIMA certification