I'm a Consultant and Senior Financial Services executive with over 25 years of experience fixing, growing and managing Wealth Management, Asset Management and Broker Dealer businesses. I have experience in all areas - including sales, marketing, operations, research, investments and compliance. Have been engaged as a consultant to large national custodians evaluating their technology solutions.

Highlights:

• Boston
• Wealth Management
• Financial services
• Consulting
• Sales
• Management
• SME
• Platform conversion
• Asset Management
• High Net Worth
• Benefits
• Fixed Income
• Private Client
• Distribution