Summary: Senior sales and relationship management financial services executive with demonstrated ability to leverage client relationships to drive business for investment management, investment banking, and research and trading firms. Detail oriented with superb multi-tasking ability. Excellent verbal and written communication skills, with outstanding ability to cultivate and maintain long term relationships. Exceptional work ethic and integrity.

Highlights:

• Relationship Management
• Business Development
• Investor Relations
• Client Service
• Asset Management
• Financial Advisor
• Wealth Management
• Hedge Fund
• Applications
• Defined Contribution