As the VP Institutional Sales at Broadridge, I have over 15 years of experience in helping clients enhance their business models by leveraging industry best practices and developing solutions that meet the challenges of regulatory, capital, technology, security, products, and growth in the financial markets. I am passionate about delivering value and innovation to the capital markets and wealth management segments.In my current role, I cultivate and manage the overall consultative relationship process with current clients and active prospects, focusing on increasing operating margin and discovering new revenue channels. I also work with cross-functional teams to formulate and execute strategies that address current and future market needs. Previously, as part of the solutions organization and I authored business cases to support product initiatives and new market channels. I am motivated by the opportunity to make a positive impact on the industry and the clients I serve.
Listed skills include Financial Services, Equities, Mutual Funds, Fixed Income, and 28 others.