Strategic, Driven Financial Executive who builds mutually rewarding relationships by partnering closely with his clients to fully understand their financial objectives and design strategies that deliver desired results. Excels at collaborating with colleagues to discover opportunities that provide diversity and return. Adept at understanding market dynamics and developing unique approaches to expanding beyond the typical customer base. Outstanding team leader who encourages open communication, innovation and transparency. Agile learner and problem-solver who collaborates inside and outside the organization and across diverse cultures. Areas of expertise include: • Business Development • Client Management • Portfolio Management • Go-To-Market Strategy Development • Team Management • Financial Analysis • Investment Strategy • Financial Planning • Series 7 and Series 63