What do 30 years in the financial services industry give you? Proven experience in delivering organic growth improvement to professional services firms and individuals with an emphasis on investment management and wealth advisory businesses. Highly sought-after consultant on all aspects of organic growth to include strategic growth planning and implementation, sales process development, client-focused messaging, digital business integration, team and incentive compensation structures, and sales and leadership coaching.

Responsible for leading organizational growth and development efforts. These efforts include recruiting, hiring, and managing new business development managers, as well as ongoing sales and development training for all client-facing associates. Also responsible for leading the efforts to create and develop a new digital advisory business allowing the firm to serve a new client market and develop technology solutions that can be used in the broader business.

Responsible for leading American Funds distribution to the registered investment advisor and bank wealth management channels. Led national relationship management team, developed and executed strategic business plans, and guided all resources necessary for supporting this business.