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Oversaw firm sales supervision, managing a team that maintains all brokerage, insurance, and investment advisory activity in 12 regions with over 1,000 sales representatives in the KIS footprint.

Supervised a designated office region, performing daily oversight of account openings, blotters, advisory accounts, and insurance / annuity suitability reviews.

Acted as the main contact for all sales representatives for trade guidance. Transitioned the employee stock options model over from McDonald Financial Group, during the divestiture to UBS. Oversaw activity in firm house accounts, error settlements, fixed income trading, employee stock options model, and advisory business.

Serviced publicly trading company ESOP plans on an ongoing basis. Further developed the relationships with the company’s executive counsels.