Responsible for leading marketing and sales efforts for the Advisor Solutions offering within Clearstead Advisor Solutions.

Responsible for all of the investment products on the Envestnet platform. Determine and optimize the economic model and engagement between Envestnet and its asset manager partners. Head the team responsible for deepening relationships with asset managers across the Envestnet suite of services, and ensuring that these managers have the tools, training, and knowledge they need to be successful distributors throughout the Envestnet ecosystem. Chair Envestnet’s managed product acceptance committee and advocate industry best practices.

Responsible for the RIA Enterprise Consulting Channel Team which is responsible for leading the delivery of strategic consulting, business development, and support services to Envestnet’s RIA clients with an emphasis on helping them to better leverage the broad resources of Envestnet to achieve their individual strategic, growth and retention objectives.

Promoted to Senior Vice President National Accounts. Responsible for the day to day management of the National Accounts Department and the annual business planning and execution of the firm’s business development and relationship management strategies for key broker dealer clients as well as the ongoing senior relationship management for key platform providers using Brinker Capital’s investment strategies. Manage National Accounts department and ensure that the National Accounts team is working as a team to achieve department and firm goals.

Created Brinker Investment Services, a new business line positioning Brinker Capital for broader distribution of our investment products on other platforms (Envestnet, FolioDynamix, Fidelity, Schwab, & LPL). Responsible for identifying, evaluating and recommending new business opportunities to Brinker’s Executive Committee and for managing implementation and execution of all product placement, sales, relationship management, operations, risk, legal & regulatory, and due diligence. Managed a working team of five members as well as having oversight across multiple sales teams to grow business line to $1 billion in less than 3 years. Worked with product team to construct and rollout a new mutual fund series. Responsible for product placement and approval on various custodial platforms for Brinker Capital’s Crystal Strategy Family of Funds, as well as sales and marketing efforts.

Promoted to Managing Director of National Accounts. Manage team of National Accounts Associates. Work closely with Brinker’s National Sales team, Broker Dealer Home Offices, and financial advisors in a consultative sales process to position, sell, implement and grow the investment offerings as well as maintain existing business. Key relationships represent 40% of firm’s annual sales. Present Brinker Capital’s platform offerings and Practice Management topics at broker dealer conferences and home office meetings. Manage budget for National Accounts Department.

Promoted to Director. Created Brinker Capital Partners Program with Asset Managers and raised $400K of sponsorship fees. Developed sponsorship program which included participation in national and regional due diligence meetings, client appreciation events, webinars, and promotion on Brinker Capital’s website. Facilitated and managed all aspects of Brinker Capital Partners Program budget.