Throughout my career I have had the privilege of working with financial advisors to help them achieve their business vision. I create thought leadership, educational programs, tools and resources designed to drive strategy development, growth and efficiency for businesses fueled by voice of the client and data driven insights.At TD Ameritrade, my relevant accomplishments included:- Practice Management Programs - Annual development of innovative, actionable programs resulting in 4,000-6,000 advisor interactions per program across five engagement channels; engaged firms have achieved 8-17% more asset growth than the typical firm on the platform.- On-Demand Learning Portal - Create and provide access to professional development and product training resources through on-demand learning portal; Learning portal usage in last year – 119k logins, 108k resources accessed resulting in greater growth for engaged advisors (top 25% of users contribute 14% more net new assets than others).- FA Insight Advisor Benchmarking – Led the acquisition and integration of FA Insight, a boutique advisor benchmarking and consulting firm, to fill competitive gap; Enhanced offering beyond annual benchmarking study and M&A activity update to include topical thought leadership, business intelligence benchmarking tools and consulting resources.- RIA Connect – Launched RIA Connect (June 2020), a digital matching platform to help advisors make meaningful connections for the purposes of M&A, succession planning and hiring next gen talent; First six months engagement – 1000 active member firms.- Virtual Agent Content & Optimization – Programmed and optimized an AI-based virtual agent; 92% user intent recognition, highest performing virtual agent across all industries represented on vendor platform. My Areas of Expertise Include: - Vision and Strategy Development- Building High Performing Teams- Practice Management- Business Consulting- Benchmarking Research- Thought Leadership- Marketing- Workshop/Webcast Design and Facilitation- Public Speaking- Creative Problem Solving- Tactical Business Plan Development and ExecutionLicenses Include: Series 7, 66 and 24