I manage Fidelity’s institutional relationships with major bank, independent and regional broker dealers across the United States. This effort is aimed at broadening Fidelity’s relationships with these organizations with the goal of driving Fidelity managed sales and increasing assets under management. As part of the distribution organization, I work closely with both the field and phone sales organizations striving to create, identify, and maintain opportunity at client firms

I was VP, Field Sales Strategic Management where I acted as ‘chief of staff’ to the National Sales Manager in the execution of strategic initiatives and day to day management of the broker/dealer field sales team.