PROFILE * Highly experienced Financial Services Management Professional with a record of success building and growing Financial Service organizations from the ground up. Uniquely qualified to drive aggressive business development initiatives with expertise in Operations, Investment Management, and Sales. Working knowledge with Bloomberg, Microsoft Office suite. CAREER HIGHLIGHTS * Established and grew Bryn Mawr Financial from start up enterprise into SEC Registered RIA with assets under management of over $400million, within seven years. * Increased by 25% the amount of operating credit unions and assets under management for Drummond Capital in less than a year as Financial Advisor. * Established and grew the Talon Financial Group from a start up to a highly profitable enterprise with 7 employees and more than $1.5million in annual revenues in only five years.

Highlights:

• Sales
• Management
• Financial
• Its
• Portfolio Management
• Start up
• Wholesale
• Fixed Income
• Cold Calling
• Fixed Income Investments