Summary An established financial professional with strategic planning, business development, sales and marketing disciplines. Driven, analytical, collaborative wealth management professional with extensive knowledge of global investing, financial services and insurance products. Strategic thinker. Ability to communicate complex wealth strategies to internal and external audiences. Currently studying for the series 65 license. Qualifications * Comprehensive expertise in domestic and international broker-dealer infrastructure, execution and financing strategies. Expert at portfolio modeling and asset allocation with a keen insight toward tax efficiency and reduced risk. * Keen understanding of Insurance and financial protection with respect to businesses, individuals and families. * Strong compliance and regulatory background for both domestic and international securities lending, financial planning, insurance and liability management. * Extensive training in asset protection, securities, insurance, mutual funds, asset allocation, taxes and annuities.

Highlights:

• Management
• Sales
• Compliance
• Distribution
• Equity
• Hedge Fund
• Risk Manager
• Settlements