PROFESSIONAL SUMMARY * Extensive relationship management experience in the financial services industry. * Career evolution from operational and trade support for financial advisors to managing clearing and custody services for independent broker dealers, institutions, introduced prime and registered investment advisors. * Strong project management, mediator, presentation and attention to details abilities. * Contributed with marketing Fidelity Clearing and Custody Solutions as the optimal transition destination when J.P. Morgan Clearing Corp exited this business segment.

Highlights:

• Disaster Recovery
• Product Development
• Management
• Services
• Account Manager
• Product Management
• High Net Worth
• Banking Industry
• Project Management
• Security