Relationship skills and service orientation has been the key to career long achievement of stated objectives and quantifiable measures of success in institutional wealth management sales and advisory.

Relationships include private banks, registered investment advisors, family offices, pensions, endowments, and foundations. My multi asset class product knowledge includes fixed income, hedge fund and index linked structured investments, exchange traded products, and the development of factor based methodologies such as smart beta and risk premia replication. Effective communicator visually, orally, in print and electronic media. Accomplished in delivering sales organizational leadership that incorporates a value proposition, market segmentation, and pipeline development.