Description
Summary Relationship Manager/Trader and financial professional serving high net worth clients for over two decades. Extensive sales and business development experience. Plus expertise in maintaining and growing existing accounts. Versatile professional with the ability to adapt and excel in new environments. Sales successes include top three revenue generator out of 200 sales professionals and retaining, then growing revenues for key clients who were about to leave. My skills and experience include: Sales Sales management, financial markets, marketing (equities, fixed income, options) trading systems and strategies. Well versed in fundamental and technical stock analysis. Holder of FINRA series 7,63,55 and 24.
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