Advintro is a boutique firm that specializes in outsourced/augmented B2B business development and sales resources. We do this on a fractional basis with a particular focus on the wealth management and financial services industries.​We cultivate the deep relationships and trust we have built over several decades with senior-level executives in leading financial services companies to shorten and accelerate the sales process.

Assisting with launch of new fitness machine repair and maintenance business in the Chicagoland area. Focused on marketing and client acquisition.

Responsible for growing Halo’s revenue by identifying opportunities to partner with market leading wealthtechs; focusing on distributing structured notes and fee-based annuities to their users.

Collaborated with Sales and Portfolio Management to present Morningstar Managed Portfolios and close distribution opportunities on third-party TAMPs.

Prospected for and on-boarded new financial advisors into Morningstar’s turnkey asset management program. Assisted current clients with case planning, client reviews, and questions re Morningstar's investment process.

Helped advisor and institutional clients build their businesses and provide better outcomes for investors by performing needs analyses and matching clients with the best suited Morningstar solution.

Illiana Financial is a provider of financial forms to banks and the auto industry as well as advertising specialities, promotional products, and fulfillment services to a variety of clients.