With 25+ years of business development and leadership experience, I have overseen client engagement, wealth solutions, business development and operations. I am a leader by example, inspiring, unlocking potential and maximizing enthusiasm, insight and opportunities. I have a mastery of relationship building, communication, financials, marketing and consulting. I am not afraid to roll up my sleeves to get the job done.As a Senior Vice President Investment Advisor for some of the largest and most respected financial institutions including Morgan Stanley Smith Barney and UBS I excelled in risk mitigation, solution management and client acquisition, while thriving in taking risks to improve organizations, teams an client value.Most people dream of leaving the corporate world and flying off to a tropical island. I did it. I left the financial industry to pursue the opportunity of a lifetime: I became a SCUBA Instructor in The British Virgin Islands and Key West.It was a great opportunity and adventure, but I missed I missed corporate. I was ready for a new challenge. I capitalized on a new challenge as the Operations Manager and business owner's right hand for an event organization. I was back and cut costs and positioned the business for a profitable and successful acquisition.I returned to my sales roots and am now ready to come full circle and use my financial background with a renewed sense of excitement. I am ready to be an instrumental team member in improving an organization's efficiencies, solidify and grow client relationships, build revenues, increase market visibility and significantly increase business opportunities.My specialties include: Strategic Planning / Product & Process Development / Operations Management / Project Management / Financial Planning / Asset Management / Business Development / Client Acquisition / Client Interface