Managing Director
CurrentI have enjoyed a long-term career with Raymond James, achieving top-tier performance in an industry where 7 out of 10 fail. As Managing Director, I set regional strategy and coach my teams to achieve all development, management, growth, and performance targets. Taking a people-centric, hands-on approach, I have been a top producer for 15-years. By building win-win partnerships with organizations like Protective Life, St. Francis Health System, Ameriprise, and Bank of Oklahoma, I have been able to identify and capture opportunities in trade-driven equity/debt markets.I attract, mentor, and retain top-tier sales and business development teams that provide modern discretionary investment management and advice solutions.📈 We have outperformed expectations and delivered enterprise-leading results focused on $250K to $25M fixed income transactions. As a "Top-Producer" for 15-years, recognition includes:✓ 5X Top-10 Production (Nationwide)✓ 10X Chairman's Club (top 10%)✓ 15X President's Club (top 33%)To discuss how I have thrived in this fast-paced, high-visibility role - with direct impact on revenue and market performance - please contact me. I'm always open to discussion and relevant conversations!
