Seasoned, Results-Oriented Wealth Executive with proven track record leading and growing advisory and wealth management businesses. Noted for vision, discipline in business execution and team orientation, as well as confidently humble bedside manner with clients and staff alike. Leadership:Extensive leadership experience in financial services and professional services industries. Lead teams across all dimensions of investment and family offices services to success nationally and internationally. Results:Achieved record financial results elevating multiple businesses to new levels of revenue and profit. In recent roles, grew nationally recognized award-winning family office businesses at an industry leading pace through time of significant change management and integration.Strategy:Proven ability to create aspiration, vision and strategy that anchors business transformation and growth.Execution:Structured, disciplined leader recognized for ability to design and drive process improvement. Specialties: Business Leadership, Executive Management, Sales and Revenue Development, Family Wealth Advisory, Family Office Management and HNW and UHNW Wealth Management Advisory