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As a Regional Director, my responsibilities involve distributing investment solutions through financial intermediaries (i.e. independent brokers/dealers, financial planners, and investment advisors). Daily requirements entail self-motivated business development, problem-solving, collaborative thinking with my associates, and positioning mutual funds, asset allocation strategies, and separately managed account solutions.

As Vice President of Sales (Southeast), responsibilities involved distributing investment solutions through wirehouse advisors, independent brokers/dealers, financial planners, and RIAs. Daily requirements involved external territory activities via self-ignited business development, collaborative thinking with my associates, and positioning of SMAs, mutual funds, and asset allocation solutions.

Worked directly with independent, fee-based registered investment advisors (RIAs) in the Southeast Region providing custodial, trading, and brokerage solutions. Goals/objectives were to serve advisor clients by providing business solutions and strategies for this growing RIA industry.