Expertise
- Wealth Management & Financial Services: Proficient in managed accounts, private asset management, retirement plans, and more.
- Client Relationship Management: Expert in consultative engagement and custom financial solutions.
- Investment & Portfolio Management: Strong track record in revenue growth and client relationship building.
- Teaching & Public Speaking: International experience in teaching and media appearances, including radio and television.
- International Experience: Extensive global exposure with professional stints in the U.K., Taiwan, Saudi Arabia, and Vietnam.
Experience
- Senior Wealth Manager, Wealth Management Services (May 2017 – Present) | Phoenix, AZ: Manages affluent portfolios with a consultative approach.
- Special Projects: Taught business/investment courses in Saudi Arabia and Vietnam.
- Senior VP Business Development, Financial Services (Jan 1997 – Jan 2016) | Greater Boston Area: Drove business development and investment sales.