RESULTS ORIENTED INVESTMENT CONSULTANT with 20 years of financial services industry experience successfully driving sales of mutual funds, ETFs, SMA’s, DCIO, and alternative products through all distribution channels. Seeking a strategic role that will leverage my strong leadership and advanced understanding of financial markets in Northern California and Western United States.• PROVEN FINANCIAL SALES- Continuously drive sales with a consistent and focused approach to create presence, uncover opportunities, and execute with proven success metrics. • RELATIONSHIP MANAGEMENT- Demonstrated track record of educating, coaching and motivating teams on capital markets and products that grow and retain client assets. Provide leadership to advisors offering a range of actionable insights, tools, and resources to enhance the success of their practice. • OPERATIONAL EXCELLENCE- Deliver operational excellence with impressive time management, communication, and organizational skills while demonstrating a strong work ethic and high integrity.