Dynamic Financial Services leader, achieving results through strategic planning and high-touch relationship building. Robust understanding of Brokerage and Advisory business models, the competitive landscape of the Wealth Management industry, as well as new products, services, and technology impacting B/Ds, RIAs, Advisors and their clients. Keen understanding of fiduciary and best interest standards, and the regulatory impact across the industry. Securities Licenses: Series 7, Series 66 (combined 63/65) P&L Management | Product Management | Business Development | Investment Management | Asset Allocation Modeling | Asset Management | Financial Modeling | Sales and Marketing Strategies | Market Research | Practice Management | Portfolio Analysis | Product Development | Financial Planning | Valuations | Mutual Funds | Exchange Traded Products | Separately Managed Accounts | Retirement Plans | Robo-Advice Platforms