We work with fiduciary advisors building custom model portfolios using evidence based, academically tested investment approaches. In a increasingly crowded marketplace, advisors need to stand out. We help build models that help your brand stand out from the crowd.

I consult with RIAs, Asset Managers, TAMPs and Fintechs on how to create more resilient distribution & marketing models to drive stronger relationships with the clients they serve over the long term. I’ll also show DIY investors how to think through tradeoffs in their financial life and/or find an advisor that suits your needs. I can also help retail clients find advisors that suit their needs.

Enhancing the ETF brand as well as a focus on the growth of ESG models within National Wealth Intermediaries, RIAs, Strategists, TAMPs, OCIOs and other professional buyers across the US.

• ETF Specialist responsible for raising assets within the central territory • Prospect RIA, ETF Strategists, and Broker Dealers utilizing Mine 13f and Discovery Data to uncover new leads• Convey CTI Capital Markets Outlook and Opportunities collateral to provide investment insight for other assetallocators• Present Investment strategies and application within a client’s asset allocation framework• Create custom performance comparisons for clients interested in using CTI solutions.Proficient in MorningstarWorkstation & Direct)• Manage all ETF Advisor Data for CTI ETFs• Attend industry conferences to stay informed on latest developments and further develop professional network• Travel with all levels of field sales to represent the CTI story and our evolution in strategic beta• Built ETF distribution strategy for specialist team inside of CTI external distribution channels

1. Place & manage all aspects of sub advised relationships, CITs, ETFs and mutual funds on Institutional Investment Advisor, DC record keeper and annuity investment platforms.2. Manage strategic partnerships across organizations by leveraging investment capabilities, portfolio managers , analysts, advanced analytics and thought leadership.3. Collaborate across distribution channels(Insurance, DC and retail) to drive flows through placements on intermediary investment platforms. Align retail and institutional sales teams to succeed at home offices and with financial advisors

Manage National Account Relationships. My areas of focus in this role include, but are not limited to: Center of Influence(COI) Connectivity, Marketing, Training and Fund Partner Relations. I work within the Independent, bank and wirehouse channels to find ways to increase sales from the top down on Variable, Fixed and Fee Based Annuities. I often travel to conferences to present on financial planning products and concepts, network with advisers and develop leads. I also manage a group of roughly 600 broker dealers under 30 million in annual sales with Allianz. I work closely with our field wholesaling team as well as the marketing and training departments to maximize effectiveness within our partner firms.

Position and sell insured retirement products through broker dealer distribution channels. We provide in depth product and positioning support to a financial advisor's suite of products. Knowledge of the financial services industry is paramount to success in this role. Working across the organization to analyze territory data and build prospecting/territory management strategies. We have a strong focus on building lasting relationships with clients. We often manage strategic partnerships across distribution channels including but not limited to center of influence strategies. Held excellent sales results all while Maintaining a minimum of 60 dials to clients a day with an expectation of at least 20 contacts daily. Last but not least maintained excellent customer service to my client base.

Stong focus on business development. Managed a geographic territory of current accounts to grow IKON's market share. Also developed value added strategies to improve the way clients do business.