Market
Advisor/RIA
Member Level
Premier
Last Activity
this month
General
Location
West Hartford, CT, US
Profile Type
Buyer
Fee 0% Commission 100%
Overview

Results-driven senior executive with a history of success in investment product strategy, account development and management, impactful communications, operational management, profit optimization, and continuous process improvement methodologies. Broad knowledge in equity and fixed markets, with a proven record of developing revenue strategies through effective strategy development and building strong and sustainable client relationships leading to profitable multi–product execution and growth. Interested in acquiring a practice, or in exploring possible succession scenarios.

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