As a client-centric financial professional, I am excited to leverage my entrepreneurial and corporate experience to help people understand, and achieve, their full financial potential. As an entrepreneur and startup investor, I am enthusiastic about tapping into my experience to help scale my company, and to further its mission to empower startup employees to share in the success of the companies they helped build. I am an experienced business leader with a demonstrated history of thriving in the financial services industry. Top skills: Investment Advisory; Mutual Funds; Management; Securities Regulation; and Trading. I am an industry leader in a sales environment, build and develop best-in-class teams, and excel at complex project management.