Senior level executive with a record of increasing responsibility and verifiable achievement establishing a sales culture, creating growth strategies and delivering sales results. Strategic leadership attributes include being innovative, exhibiting effective problem-solving skills, collaborative and strong communication skills. Recognized for investing in talent, team development, and a results-oriented and forward-thinking leader. Engaged and leads from the front in the mission of advancing the business objectives of the firm.Areas of expertise include:*Business development*Client Relationship management*Performance coaching/team development*Multi-business line management (banking, investment management, fiduciary and wealth advisory)*Participative Leadership*Financial services operations*Functional expertise across legal, compliance, marketing *Talent acquisition*Strategic planning and implementation*Effective partnering across business line managementSpecialties: FINRA: Series 7, 9, 10, 24, 66. Principal designation for the investment and self-directed business
Listed skills include Leadership, Alternative Investments, Asset Based Lending, Banking, and 44 others.