Oversee the P&L and direct investment management, business development and partnering activities in support of Financial Intermediary and Institutional relationships. Dividend Assets Capital is an asset and wealth manager specializing in equity investments that aim to provide sustainable and rising income. Strategies are offered as SMA and UMA arrangements through a variety of industry leading Custodians, Managed Asset Platforms and RIA Firms, as well as Trust and other Institutional partnerships.

Manage product distribution through direct investment and indirect, financial intermediary platforms in multiple financial services channels including RIAs, Multi-Family Offices, Financial Institutions and Independent Broker Dealers. Responsible for the sourcing, platform placement and business development of proprietary and non-proprietary alternative investment solutions to help our business partners diversify and enhance their portfolio management capabilities. SQN specializes in private debt investments.The Arboretum Group, LLC family of companies is a group of related, independently operated businesses sharing a strong commitment to service, quality and excellence. Through common ownership, yet separate management teams, we provide the breadth of services and strength of an institutional firm while maintaining a personal boutique approach to anticipating our client’s needs and providing service levels beyond expectation. With over 200 years of industry experience amongst our senior management, let our team help your team grow and prosper. Through our three companies, we are a full-service organization – providing Fund Management, Asset Financing, Servicing and Distribution. American Elm Distribution Partners, LLC (Member: FINRA / SIPC) is the exclusive selling agent for public and private offerings sponsored by Arboretum Investment Advisors, LLC as well as providing distribution services to third party investment managers.

Responsible for supporting and growing strategic alliances with key Wealth Management, Insurance (Sub-Advisory) and Custodial partners of American Century Investments. Manage relationships with key home office and field personnel at each firm and support their asset management, retirement planning and business development efforts.

Principal in a personal financial planning and wealth management business with targeted expertise in retirement income solutions.

• Rebuilt and managed the tactical, financial and legal activities associated with running a financial products distribution program with more 900 financial intermediary relationships and $25 billion in assets. • Developed, coordinated and implemented the sales and marketing strategies for variable annuity, mutual fund and retirement plan distribution.• Supervised/Managed National Accounts and Sales Managers and support personnel.