Results-focused Financial Services professional and MBA with 20+ years experience and fast track advancement. Proven ability to develop and implement strategies to drive strong contributions to assets under management, revenues, and profits. Demonstrated ability to manage key strategic client relationships and organizational initiatives. Effective communicator with ability to explain complex investment topics across a variety of traditional and alternative asset classes.Specialties: Consultative Sales ~ Strategy & Marketing Development ~ Business Development ~ Client Relations ~ Capital Introduction ~ Account Management ~ Investment Strategies ~ Retirement Planning ~ Alternative Investments ~ Hedge Funds ~ Private Credit ~ Private Equity ~ Real Estate ~ Mutual Funds ~ Compliance ~ Forecasting ~ Budget Management ~ Training & Development ~ Teambuilding & Leadership Series 6, 7, 24, 63, 51, and 66.Views expressed are as of the date indicated and may change based on market and other conditions. Unless otherwise noted, the opinions provided are those of the author, and not necessarily those of Fidelity Investments. Links to third-party web sites may be shared on this page. Those sites are unaffiliated with Fidelity. Fidelity has not been involved in the preparation of the content supplied at the unaffiliated site and does not guarantee or assume any responsibility for its content.