Develop and manage business relationships with wealth managers in California and Hawaii across all client channels. Representing and distributing for ARK Invest, and American Beacon.

Develop and manage sales relationships by offering consultative solutions to advisors at RIAs, Multi Family Offices, Bank Trust, and private wealth broker dealers in the West Coast.

•Manage and grow franchise by prospecting and partnering with RIAs in Southern California, Nevada, Hawaii.•Distribution for BlackRock mutual funds, SMAs, Alternatives and iShares ETFs.

•Manage and grow franchise by prospecting and partnering with RIA and Independent channel advisors in Northern California to develop durable portfolio solutions for their client investment portfolios. •Collaborate with mutual fund portfolio managers to provide market commentary, product positioning and economic outlook for financial advisors. Engage in consultative strategic meetings to help build portfolios and business plans.

• Facilitated inside sales and business development for Sun Life Variable and Fixed Annuity products with Wirehouse Financial Advisors.

• Analyzed clients’ patent portfolios to increase product efficiency in marketplace.• Trained clients to navigate and run real-time analytics on our IP system.• Assisted clients in maximizing value by safeguarding patent portfolios.• Co-Inventor on U.S. patent. Application number System for Creating a Graphical Application Interface with a Browser; 2008134060.