First Vice President-Investments
New York, Ny, Us
Founded and built an entrepreneurial business within a Fortune 100 firm, serving Fortune 500 executives, Forbes 400 families, high net-worth individuals, high-growth companies, and entrepreneurs which became the largest wealth management group in the Kansas City region.▪ As a Senior Executive of Merrill Lynch, served as a key contributor to defining practice vision, growth strategies, talent acquisition/retention efforts, and P&L management.▪ Provided financial, business and investment advisory services including portfolio management, risk management, regulatory compliance, governance, and succession planning, leading to higher portfolio, financial, and business returns for clients.▪ Served as family office to numerous high net-worth clients, including defining and executing strategies to maximize and preserve wealth, achieve investment performance goals, and address complex financial planning, tax/estate planning, wealth transfer, philanthropic planning, insurance and investment issues. ▪ Educated and prepared next generations on the privileges and responsibilities of wealth; provided financial training and develop skills to preserve family financial and intellectual enterprises..• Led sale of $200M family owned company; developed 100-year strategic plan and achieved multimillion-dollar tax savings through effective tax/wealth management strategies.▪ Selected out of 16,000 advisors by Merrill Lynch executive leadership as 1 of 30 to form the elite Private Banking and Investment Group.• Selected by executive leadership to serve on the Private Wealth Advisory Council; provided insight/recommendations on business imperatives which drove innovation at Merrill Lynch.
