I am an experienced senior leader with a highly successful career in the financial industry and an established record of catalyzing corporate growth across national regions. Throughout my career, I have established a reputation as a dedicated, client-focused professional that can effectively manage all aspects of financial services operations while fostering a culture of success. I am highly skilled at networking with clients, delivering optimized products and solutions, developing communications and product plans, and developing a solid corporate foundation to drive sustainable growth. Having dedicated my career to assisting clients meet their financial goals, I possess a wide breadth of knowledge in business development, product/service sales, institutional partnerships, asset management, securities, retirement planning, investment advisory, and contact centers. Under my leadership, firms have expanded revenues by over $400M, grown sales by $800M, and increased market reach across domestic regions. I advanced through positions with progressive leadership responsibilities due to my proven ability to deliver sales results that exceed KPIs, facilitate engaging presentations to grow investor base, and design investment offerings for independent broker dealers and registered investment advisory channels. Connect with me if you are looking to network with an accomplished financial executive that will leverage extensive experience, a vast network, and industry best practices to catalyze revenue growth across U.S. markets.