SUMMARY A dedicated and analytical finance professional with demonstrated experience in investment sales, new business development, client service, needs assessments, and presentations, with proficiency in capital markets. Leverages practical experience with exceptional communication skills to build strong working relationships and gain comprehensive understanding of client objectives. Possesses a proven track record of meeting and exceeding established revenue goals. A collaborative producer who identifies needs and creates customized strategies to ensure long-term financial goals achieved.

Highlights:

• Management
• Sales
• Sales Support
• Support
• Wealth Management
• Asset Management
• Benefit Plans
• CIO
• Defined Contribution
• Investment Opportunities