Results based financial planning professional with 20 plus years’ experience. Effectively uses the power of relationships to develop and deliver on client focused investing strategies. Proven success in working with a diverse client portfolio while tailoring strategy and attention to the individual investor.

Highlights:

• Corporate Accounts
• Equity
• Financial
• High Net Worth
• Management
• Planning
• Recruiting
• Integrate
• Investment Management
• Documentation
• Financial Services
• finance