Professional Profile - Motivated executive professional with 26 years of progressive experience with an expertise in business development, asset gathering and revenue generation. Offering excellent presentation, and communication skills. Results-oriented leader with an entrepreneurial attitude.
Licenses: Series 7, 63 & 65
Increased monthly sales of $10 million a month to $55 million a month.
Captured 35% market share of sales in UBS Wealth Management.
Honored as Distinguished Regional Sales Director of the Year: 2003, 2005 & 2007.
Spearheaded Regional Due Diligence meetings for financial advisors.
Conducted from 1992 to present: Key speaker client investor seminars -noted in several local news publications.
Active participate in Breast Cancer awareness:
2008, 2009, & 2012 Avon Walk for Cancer
Susan B. Komen Foundation
Annual Supporter of the Lung Cancer Research Foundation
Annual Supporter & volunteer for the Westchester County SPCA
Rippowam Cisqua School: 2007 member of Strategic Committee
2001-2011 Annual Fund Committee
King Low Heywood Thomas School: 2014 Annual Fund Committee
Persuasive selling training
Companies Worked For:
Job Titles Held:
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