An innovative, visionary, client-focused executive with 20 years as a top performer at one of the preeminent Global Wealth Management and Institutional investment firms in the asset management industry. Recognized by the Executive Committee as the executive responsible for developing and maintaining the investment platform, technology, staff, and procedures that provided the scalability required to support the astronomical growth in the Private Wealth Management division. Critical decision-maker in dynamic market conditions. Coordinated input from the Investment Policy Group, Client Advisors, research directors, portfolio managers, traders, operations, legal and compliance, and IT development to ensure all investment decisions were maximized for all clients. Areas of ExpertiseGlobal Team Leadership, Institutional and High Net Worth Private Client Investment Operations, Sales support, Process Improvement, Compliance and Risk Management, Budgeting, High-Performing Talent Acquisition and Retention, Coaching and Mentoring.