Organized and detail-oriented Vice President with excellent employee development, customer service and analytics skills and more than 17 years of industry experience. Highly effective and comfortable with delivering presentations aimed at driving new business, expanding existing accounts and establishing brand profile with both new and existing clientele. A team builder, mentor and leader who consistently piloted and/or lead initiatives resulting in new and/or increased revenue streams centered around serving the unique needs of affluent individuals, families and family offices.
Companies Worked For:
Job Titles Held: