SUMMARY: Talented and accomplished financial management professional with extensive background in asset management and advisory sales. Highly adept at developing and managing accounts, territories, and teams at the local and national levels. Able to lead, train, and increase effectiveness of sales professionals. Proven ability to develop and launch successful products and services. Consistent record of increasing revenue and profitability. Proficient at growing business among existing clients while expanding account base. Excellent analysis, presentation, and communication skills.

Highlights:

Companies I like:

Financial Services firms - banks, insurance companies, brokerage

• Services
• High Net Worth
• Asset Management
• Financial
• Management
• Referrals
• Business Development
• Real Estate
• Wealth Management
• sales
• outside sales
• business development
• sales representative