Lead initiatives as a member of the New Business Ventures leadership team in new business incubation. Responsible for building SEI's employee-driven innovation network; engagement with the market, accelerators and the entrepreneurial community to invest in new ideas and solutions that drive top-line growth.

Led new business development for the SEI Wealth Platform with large banks, insurance companies and independent trust companies. I am passionate about collaborating with my prospects and clients to make good, long term decisions as they seek to modernize their business platforms. I follow a comprehensive, strategic consulting approach with each engagement to enable Wealth Management business leaders to fully assess their current business and a future state with the SEI Wealth Platform.

Chatham Financial is a capital markets advisory firm to financial institutions, private equity firms, corporations and large real estate investors. During my 7 years as a Senior Partner and executive leadership team member, I led new business development and sales as the firm grew revenue from $7 million to $60 million and expanded from 25 team members to 220.

Led key company-wide initiatiatives to develop and deliver web-based services for company's business customers

Led consulting projects working with corporate CEO's and division executives in the U.S. and Latin America

Led business units with P&L responsibility in Paris, France and South Florida continuously exceeding aggressive sales and operational objectives.

Led new business development in capital markets services for middle market corporations.