Provider of advisory services to business owners regarding growth, financial alternatives, strategic alternatives, and achievement of full potential.

Business development professional focused on initiating and growing new businesses across investment banking, capital markets, wealth management and investment management • Formed and managed a national business development team that sourced investment banking and capital markets transactions and strategic advisory assignments from 16,000 Wealth Management advisors and their clients.• Established several referral programs that sourced +300 closed transactions, generated +$1Bn revenues and captured +$5Bn net new assets. • Led a "One Firm" cross-divisional collaboration initiative.• Negotiated, marketed and institutionalized revenue sharing programs, policies and procedures.• Designed, developed and implemented proprietary Client Relationship Management system and Information Technology tools in collaboration with IT Strategy Head and software programmers. • Recruited, hired, trained, mentored and managed teams of VPs, Associates and Analysts.• Sourced transactions including: IPO, follow-on, block trade, M&A, sell-side, buy-side, Merchant Banking, Investment Management, Commercial Real Estate Finance, Private Banking & Lending, Private Equity, Private Secondary, Middle Markets and principal investments.• Delivered corporate services solutions to key Institutional Securities clients including: Cash Management, 401k, Stock Plans and Financial Wellness. • Delivered wealth management solutions to C-suite individuals, family offices and business owners including: Private Banking & Lending, 10b5-1 plans, liquidity and reinvestment advisory.