FINANCIAL SERVICES | ASSET MANAGEMENT | MULTIBILLION-DOLLAR SALES NEW BUSINESS DEVELOPMENT | STRATEGIC ANALYSIS / PLANNING | TRENDS TRACKING TEAM BUILDING | COACHING / MENTORING | PROCESS OPTIMIZATION | REGULATORY COMPLIANCE SALES METRICS | PORTFOLIO MANAGEMENT | BUDGET CONTROL | CLIENT SERVICES | RELATIONSHIP MANAGEMENT Highly Accomplished Executive who excels at competitively driving high-performance financial service sales teams, analyzing lucrative business needs, identifying multibillion-dollar growth opportunities, and attaining leverage within rigorous markets. Hands-On Self-Starter who exhibits keen multi-market knowledge and up-to-date trends awareness with expertise as a key visionary professional skilled in strategic and groundbreaking analysis, development, and execution. Influential Strategist who continually gains buy-in among teams to promote unified objectives enhanced profitability, productivity, and accountability and incredible goal achievement. Engaging Communicator who develops mutually beneficial alliances among C-suite decision-makers, multidisciplinary associates, and clients, and who sees the "big picture" at all times within rapidly evolving scenarios - always willing to "go the extra mile" to surpass the status quo.

Highlights:

Companies I like:

Fidelity, maquarie, Amazon, Google, PIMCO, Capital Group

• Account Manager
• CFA
• Consulting
• Defined Contribution
• Distribution
• Inside Sales
• Management
• Portfolio Management
• Retail
• Sales
• management
• sales
• Marketing
• consultative
• entrepreunarial