Prior to 2024, for over six years, I have been leading the product management of brokerage and retirement products at Truist Wealth, leveraging data to help advisors uncover new opportunities and enhance their client's financial plans. With over two decades of experience in the financial services industry, I have a robust track record of delivering results across the spectrum, from Fortune 500 corporations to start-ups.As a versatile financial services leader, I excel in consultative selling and strategic management, guiding high net worth individuals and business owners toward financial peace of mind. I am a lifelong learner, holding an MBA in Finance and a Chartered Financial Consultant (ChFC) designation. I am also a dynamic leader, adept at driving sales, fostering operational excellence, and ensuring compliance within organizations. My mission is to create value for my clients, partners, and stakeholders through data-driven product innovation and business development.Post 2024, due to strict compliance regulations I am not able to provide details.