AREAS OF EXPERTISE *Investment Strategies *Financial Modeling/Planning *Territory Management *Project Management *Business Development *Sales/Account Management *Negotiations / Valuation *Strategic Planning *Client/Investor Relations *Debt / Equity Financing *Presentations/Seminars *Extensive Closing Skill

Highlights:

• Equity
• Financial
• Private Equity
• sales
• sales management
• banking
• private wealth management
• financial planner
• thousand oaks
• cfo
• territory management
• Regional Sales Manager
• Financial Sales
• Vice President of Sales
• Business Development
• outside sales