Accomplished financial services leader with demonstrated execution and capital markets experience, in addition to a broad client facing skill set that transcends the investment industry. Proven history of running a business, building/retaining successful teams as a producing manager, and working collaboratively across an organization in order to accomplish superior results. Adept in preparing regional strategy and operational goals consistent with the broader organization, and in managing and monitoring performance against prescribed benchmarks.Skilled in business development with an ability to identify new business opportunities by creating tactical plans to meet strategic goals and increase revenue. Seasoned Relationship Manager, successful in establishing and maintaining trusted client relationships necessary for providing bespoke solutions and value-added service.Licensed FINRA Series 7, 24, 55, 63.