Proven business leader with a record of success in finance, B2B sales, and client management. Known as a versatile, hardworking, and dependable business partner and trusted fiduciary, delivering customized, value-added solutions. Entrepreneurial business approach with an eye for innovation, opportunity, and process improvement. MBA in Finance.Areas of ExpertiseNew Business Development Vendor / Client Relations Team Leadership & DevelopmentStrategic Business Planning Executive Presentations P&L AccountabilityNetworking / Prospecting Negotiation & Influence Financial AnalysisCareer Highlights• Marketed and built a successful hedge fund, growing it from $500K to $550M.• Directed refinance of small business and built sales from $200K to $1.5M.• Proven communication skills, pitching Investment Alternatives and Healthcare solutions to C-suite executives, consulting groups, Family Offices, and high net-worth individuals.
Listed skills include Management, Sales, Income, Contract Negotiation, and 2 others.