Senior Vice President, Senior Regional Consultant
CurrentConsultant to private wealth and institutional financial advisors around Southern California. Enhancing private wealth advisors and institutional advisors capabilities and enabling them to deliver a higher level of service to their clients. Improving their ability to retain clients with our team's comprehensive investment research, client engagement support, integrating tax-efficient investment solutions, behavioral finance communication, and resources from our entire $700bb+ suite of investment strategy solutions across all major asset classes.