I am an accomplished and tenured financial services professional with experience in asset management distribution, focusing on retail and mid-market institutional advisors. Exceptional talent in progressively driving new business as well as developing and expanding existing relationships. Achievements include exceeding sales goals and developing successful sales strategies. A proven sales executive with highly effective presentation skills.I enjoy partnering with financial advisors to be a collaborative resource for their business, providing concise ideas and direction for portfolio construction, marketing/referral techniques, and acquiring new business.The product areas I have experience in representing are: SMA / UMA, Mutual Funds, Active ETF, and Private Market solutions.